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.