Get to Know

Jonathan Weitzman

Wealth Management Associate

CPA

Education

Bachelor of Science in Accounting and Minor in Finance. MBA with a specialization in Finance / Fairleigh Dickinson University

Bio

I recently joined the King Financial Team in April of 2024 and I am very excited to work with our amazing team to help our clients on their financial journey. I went to Fairleigh Dickinson University where I had the opportunity to play baseball for a few years and obtain my bachelor’s degree in accounting and my MBA in finance. After starting my professional career as a CPA at Ernst & Young in their assurance practice, I felt the urge to pursue my passions of personal finance and helping people by searching for a career within Wealth Management. My goal was to find a team that puts their client’s interests first and that will invest in my growth. KFN was a perfect fit due their independence and their extensive team, which includes Investments, Estate, Tax, Insurance and Planning. I’m blessed to continue my career here and I am looking forward to providing value to clients. I recently passed my Series 7 exam and will be pursuing my Series 66 license and the CFP. I am currently engaged to my high school sweetheart, Jessica, who is an elementary school teacher. In my free time I love fitness, playing the guitar, making pizza and hanging out with my friends and family.

Credentials

Wealth Management Associate

  • Finra Series 7
  • Certified Public Accountant
  • MBA Finance

Call(732) 845-1929 Call(732) 266-4373 Email[email protected] LinkedIn Profile LinkedIn

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