Jonathan Elks (CFP®, CIMA®)

Jonathan Elks focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

Small business owners

Multi asset category holders

Seeking short term and long term financial security

Facing a major financial decision

Additional Information

I have been held senior financial positions in large global organizations for over 25 years, and worked in the US and abroad.  I want to serve individuals and entrepreneurs to help them know there fiancial position and work to meet their financial goals.  I work best as a personal advisor and sounding board .   

NAPFA Start Date

September 20, 2016


This Office

236 Livingston St Apt 15G Brooklyn, NY 11201-6899 Phone: (516) 695-1610