About Us

Jonathan Stone, CFP®

Retirement Planning Specialist
Phone: (631) 462-6527
Fax: (631) 462-6529

Jonathan Stone started in the financial services industry in 1980. He became a CERTIFIED FINANCIAL PLANNERTM in 1990 through Adelphi University. He is a member in good standing in the following organizations: Certified Financial Planner Board of Standards, The National Association of Insurance and Financial Advisors, the Financial Planning Association, the Nassau Life Underwriters Association. Jonathan was inducted into Equitable's prestigious Hall of Fame in 1994. He received the Equitable's Superior Achievement Award in 1999 recognizing consistently outstanding performance. Jonathan focuses his business on Retirement and Estate Planning, managing pension programs for both Corporate and not-for-profit organizations, as well as managing assets for high net worth individual clients. Jonathan is active in his community and has served as Chairman, Treasurer, and now as a trustee for the South Huntington Educational Foundation. Jonathan lives in Melville, NY with his wife Janet, son Adam, and daughter Jessica. CFP® and CERTIFIED FINANCIAL PLANNERTM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirments.

 

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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