Broker Check
Jonathan Rosenbaum

Jonathan joined Strategies for Wealth directly out of college. A graduate from the University of Wisconsin-Madison and a Consumer Affairs major, Jonathan has always had his mind set on joining his father’s business.

Jonathan works primarily with individuals out of college in helping them make truly informed, intelligent decisions around their finances. It is his goal to help his clients think differently about money by beginning to form good habits. This is done by not only focusing on accumulating wealth, but by protecting wealth simoultatenously.

Originally from Long Island, Jonathan now lives in Manhattan and works out of the Financial District office. In his spare time, Jonathan enjoys playing tennis and basketball, exploring NYC’s best eats, and spending time with friends and family.

Education and Training:

  • BS from University of Wisconsin – Madison 2012
  • Consumer Affairs Major – School of Human Ecology
  • NYS Life & Health Licensed

Community, Charitable or Professional Organizations/Associations:

  • Sigma Alpha Mu Fraternity
  • Wisconsin Alumni


Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0K12112