Areas of Focus Include: Personal Life and Disability Insurance Wealth Accumulation and Tax Deferred Strategies Estate Preservation, Wealth Preservation Strategies Buy Sell, Split Dollar and Key Person Life Insurance Strategies 401(k), 403(b), SEP and Profit Sharing Plans Investment Advisory Services
Jonathan lives in Mooresville, NC with his wife Joanna, and their six children. He is a member of F3 Race City, and attends St. Therese Catholic Church.
Jonathan is a NAIFA member, and holds his series 6, 63, & 65 FINRA registrations, life and health licenses and LTC License. He is a member of the Million Dollar Round Table, a premier association of financial professionals. Securities and advisory services offered through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in FL,GA,IN,MD,MI,MO,NC,NY,PA,SC,TN,VA. This attachment(s) may contain information that is privileged, confidential, and/or exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copy of this message is strictly prohibited. If received in error, please notify the sender immediately and delete/destroy the message and any copies thereof. This e-mail was sent in accordance with US Code 47.5.11, section 227. We respect your privacy and pledge not to abuse this privilege. To stop future mailings, please respond by typing “remove” in your reply. Castle Wealth LLC and Centaurus Financial Inc are not affiliated.
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