Broker Check
Jonathan Rosenbaum

Jonathan Rosenbaum

Partner

Jonathan always knew he wanted to follow in his father’s footsteps in business. After graduating from the University of Wisconsin and seeing the impact his father had on his clients’ lives, both personally and professionally, Jon decided to join him in the financial services industry.

Jon joined Prosperian Wealth Management in 2012, a specialized team within Strategies for Wealth.  By utilizing Prosperian’s time-tested process, Jonathan engages in uncommon conversations and helps to provide confidence to the lives of those he meets. With a focus on savings, his clients have become more disciplined and have greater opportunity at achieving financial balance.

Jon is a self-proclaimed “foodie” and enjoys trying new restaurants in the NYC area.  After all, his dog Seki is named after one of the best sushi restaurants in New York.  On the weekends he can be found walking with his son, Frankie, and wife, Eve, along the Brooklyn Heights promenade. He is an avid sports fan and loves spending time with his friends and family.

 Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.  CA insurance license #0K12112.