Jonathan Malone

Jonathan Malone
Jonathan Malone is a native of the Pittsburgh, PA area. He relocated to Charlotte in 1999. Jonathan's background includes 8 years in the United States Army, two bachelor degrees, and a vast background as an educator and in sales.

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.
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