Broker Check
Jonathan Adler

I am truly a native New Yorker. I was born at New York Hospital (now Presbyterian) which happened to be the same place where my father was born. Our family lived on the west side until my little sister was born. At the ripe old age of 4 years old I was forced to leave the city behind and grow up in the quaint town of New Rochelle. I attended Daniel Webster Elementary, Albert Leonard Junior High, New Rochelle High School and finally Fordham University.

Working four jobs while taking a full undergraduate course load prepared me for the real world: Hard Work = Success. Shortly after graduation, I founded Total Communications – a 24 hour call center that serviced the medical community. Our Westchester County based business grew to 30 employees and served almost 1,000 physicians throughout the tri-state area.

After selling the business in 2004, I started my career with Strategies for Wealth.

Education and Training:

  • Fordham University – B.S. Marketing & Finance

Community, Charitable or Professional Organizations/Associations:

  • NAIFA/WAIFA Member
  • Greenwich Riding Club member
  • Avid motorcyclist & 2001 LWSS Champion

My Personal Statement:

Be open – be honest. Most importantly, be honest with yourself. Our job, more often than not, is to help people make the tough decisions. The ones they know they have to make, the ones they have been putting off for years.

”Life moves pretty fast – if you don’t stop and look around, you might miss it.”
-Ferris Bueller



Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0G24487.