President · Financial Advisor
Jonathon P. Krikie Sr.
Twenty-three years of focused determination — and a personal reason for every conversation about protecting a family.
For 23 years, Jonathon's focused determination has exceeded industry expectations as a financial advisor. He has been instrumental in helping achieve clients' financial goals through relationships of experience and trust.
If anyone knows the power of life insurance and sound financial planning, it is Jonathon. His mother passed away when he was very young, leaving his father to raise, provide and care for himself and his 4 brothers and sisters. Jonathon went on to serve 8 years in the United States Army Reserves. He has served many clients at different financial planning firms until finally deciding to establish and operate his own office to truly realize his mission of providing every American, regardless of race, religion, color, or status, the ability to meet with and work with a financial planner.
Jonathon is a life and qualifying member of the Million Dollar Round Table (MDRT), the National Association of Insurance and Financial Advisors (NAIFA) and the General Agents and Managers Association (GAMA). Outstanding client service, ethics, and professionalism have given Jonathon the chance to qualify for Court of the Table status within the insurance industry, placing him among the top professionals in the global life and financial services industry.
Jonathon provides a holistic approach to financial planning by working with individuals to help them protect, accumulate, and distribute their wealth — all while mitigating the worries and concerns associated with an increasingly difficult and confusing financial industry.
Credentials & focus
- FINRA Series 7, 6, 63, 65 and 26 (principal)
- Registered representative since April 28, 2003 · CRD #4651174
- Million Dollar Round Table (MDRT) — life & qualifying member
- Court of the Table status
- NAIFA
- GAMA
- 8 years, United States Army Reserves
The rest of the team
