Broker Check
Jonathan  Malone

Jonathan Malone

Financial Advisor

Jonathan Malone is a native of the Pittsburgh, PA area. He relocated to Charlotte in 1999. Jonathan's background includes 8 years in the United States Army, two bachelor degrees, and a vast background as an educator and in sales.

Professional Specialties include:

  • Personal Life and Disability Insurance
  • Wealth Accumulation and Tax Deferred Strategies
  • Estate Preservation, Wealth Preservation Strategies
  • Buy Sells, Split Dollar and “Key Person” Life Insurance Strategies
  • 401(k), 403(b), SEP and Profit Sharing Plans
  • Investment Advisory Services

Jonathan lives in Mooresville, NC with his wife Joanna, and their six children. He is a member of the Lowe’s YMCA Advisory Board, and attends St. Therese Catholic Church.

Jonathan is a NAIFA member, and holds his series 6, 63, & 65 FINRA registrations, life and health licenses and LTC License. He is a member of the Million Dollar Round Table, a premier association of financial professionals.

 

Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year.