Skip to main content

Our financial advice team


Jonathan Philport, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Jonathan Philport

Financial Advisor

Munn & Associates
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Business Retirement Plans
  • Small Business
  • Cash Flow Management Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Education

  • 2006, B.S. Psychology, Swarthmore College, PA

Awards & recognition

  • Five Star Wealth Manager, 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Reading

Hiking

Yoga

Basketball

Strength Training

Spending time with family