Jonathan GreenfieldWealth Advisor
Jonathan was born in Long Beach, California in 1964 and moved to San Fernando Valley in 1970. He currently resides in West Hills, Ca with wife, Lisa and 2 boys, Danny (13) and Lucas (10).
Jonathan is a graduate of Birmingham High School in Van Nuys, CA in 1982, and attended San Diego State University and Cal State Northridge.
Mr. Greenfield is FINRA licensed as a General Securities Representative (Series 7) since March 1995 and is also a Securites Agent (Series 63), a Genaral Securities Principal (Series 24), an Investment Advisor (Series 65) and an Investment Company Products/Variable Life Contracts Representative (Series 6). He is also licensed as an Insurance Agent with the Department of Insurance for the State of California.
He currently serves over 400 clients and more than 1,200 customer accounts, and manages over $120 million in client assets. Jonathan primarily focuses on generating monthly income for clients, either now or in retirement. Additionally, he creates fixed income portfolios that are designed to generate returns in the 6% - 8% range, keep volatility to a minimum while offering liquidity.
Hobbies include watching movies with his wife, coaching kids at West Hills Baseball, and playing with his dogs, Rusty and Red.