Jonathan Peters is a Senior Financial Advisor at Krim Associates with over 30 years of experience in the Financial Service Industry. Currently holding many FINRA registrations including the Series 7 (General Securities), Series 24 (General Securities Principal), Series 55 (Equity Trader), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Adviser Law) as well as licensing for Life and Health. Jonathan is a full service financial advisor.
While working with Jon, you will find he employs a team approach, pulling in the best in the business. His proprietary strategies are geared to empower individuals, business owners, top tier executives and seekers of financial independence.
He specializes in Insurance and Retirement planning, Estate tax reduction strategies, Social Security along with Business Succession Planning.
Unlike other advisors, Jon possesses a unique understanding of trends gained through his decades of work with Technical Analysis employed during his long Equity Trading tenure.