Jonathan (Jon) is an Investment Advisor with over 25 years experience in the financial services industry. He entered the industry after finishing his studies at Hofstra University and serving as an officer in the Marine Corps. He began his career with Guardian Life Insurance Company, focused on retirement and estate planning. After gaining additional experience with a couple of investment banking and clearing firms, he returned to the personal side of the business. Jon has been with the DiPaola Financial Group and Ameritas Advisory Services since 2017.
Jon has a strong passion for helping families and business owners, treating them like part of his extended family. He assists his clients in all areas of financial services, addressing topics from investment strategies, retirement and estate planning, to both individual and business owner insurance planning. Jon holds the Series 6, 7, 65 & 63 licenses and throughout the years has maintained a spotless record. His CRD# is 2369740 and invites you to look him up at https://brokercheck.finra.org/ LinkedIn: https://www.linkedin.com/in/jonathangoohs01/
In addition, Jon has a strong love for coaching youth baseball, which he has been doing since 2005. Jon and his family live in the Smithtown area.
Our management staff has over 70 years of experience in the insurance industry and represents many of the most influential insurance and investment companies in the country.
DISCLAIMER: *Representatives offer products and services using the following business names: DiPaola Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA | SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with DiPaola Financial Group.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.