Jonathan Benson
LPL Financial Advisor in Connecticut
Education
- University of Connecticut
Most Proud of / Awards / Recognitions
- Bachelor of Arts Degree
- Series 7 & 66 Financial Licenses
- Life, Health, and Annuity Licenses
Areas of Focus
- Personal Wealth Management Services
- Personal Financial Planning
- Investment Management
- Retirement Plan Services
- Personal Insurance Services
Licenses and Registrations
- Bachelor of Arts Degree
- Series 7 & 66 Financial Licenses held with LPL Financial
- Life, Health, and Annuity Licenses
Social Media
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Contact Information
Gateway Financial Partners
500 Winding Brook Drive
P.O. Box 1032
Glastonbury, CT 06033
860.643.6600
Fax: 860.652.3163
jbenson@mygfpartner.com
LIFE PHILOSOPHY
Treat people like you want to be treated.
Experience
Jonathan entered the real estate industry in 1988 and then in 1990 opened up and originated as a Licensed Real Estate Broker, “Global Real Estate Enterprises”. Jonathan then moved into the world of financial advisors in 2007 and worked at AXA Advisors, LLC, Mass Mutual Insurance and most recently, at Waddell & Reed. He joined Gateway Financial Partners in 2015, with a focus on wealth management, financial planning & retirement. Jonathan is a strategies-driven individual who’s goal is to explore ways to provide financial solutions to successful, professional clientele. Check the background of this investment professional on FINRA BrokerCheck.
Day in my life
- 70% Financial Planning for my Clients
- 25% Playing guitar and singing
- 5% Exercising