As President of Crown, Jonathan is best known for his integrity and consultative approach in dealing with his clients. He founded Crown for the purpose of providing his clients and their families an integrated platform of multiple financial services built on transparency and integrity. Jonathan’s comprehensive knowledge of financial products and planning strategies has greatly enhanced his ability to properly advise his clients and help them make the appropriate financial decisions.
At Crown, Jonathan’s key responsibilities include:
Prior to joining Crown, Jonathan worked for CPW Capital and Crown Global Insurance. At both of these companies, he helped ultra-high net worth families and investors structure their investment portfolios for tax purposes. Jonathan worked closely with his clients’ trusted advisors, accountants, money managers, and trust attorneys to develop uniquely customized planning solutions. His clients spanned the globe, representing multiple tax jurisdictions and requiring a broad, detailed knowledge of estate and tax situations. In addition to his insurance and financial background, Jonathan spent time in education and outreach for the Providence Community Kollel.
Jonathan graduated Johns Hopkins University with a B.S. in Business and Management. In addition, Jonathan received a Bachelors’ in Talmudic Law from the Ner Israel Rabbinical College. Jonathan also received an internationally recognized certificate in therapy and counseling.
He has also received the following financial licenses: Series 6, 7, 63, and 65. Jonathan has multiple insurance licenses as well (life & health, property & casualty, etc.).
Outside of the office, Jonathan enjoys spending time with his wife, Melisa, and their children. He enjoys a variety of athletics and volunteering at numerous community organizations. Jonathan and his family are active members of the community and support numerous non-profit organizations.
Host Peter Cappelli is joined by Mike Foy (Senior Director, Wealth Management Practice, J.D. Power), Jonathan Beck (President, Crown Financial Partners, LLC), and Todd Raphael (Editor in Chief, ERE Media) on the Thursday, July 5, 2018 edition of In the Workplace.