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speaker profile

Jonathan Peters

Krim Associates

ABOUT JOHNATHAN

Jon-Peters

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.

ABOUT KRIM ASSOCIATES

The professionals of Krim Associates specialize in identifying solutions for the planning challenges faced by hard working, successful business owners, professionals, executives, and retirees - all responsible, respected leaders in their professions, industries, and communities. As advisors, we have developed a thorough understanding of the unique problems and opportunities that confront this group of people. This, coupled with extensive knowledge of and experience with innovative planning strategies, translates into an ability to offer you the information and advice you need to help make educated decisions. Together we can help to achieve consistent and measurable results for you and all those affected by your financial decisions.

For further information about Krim Associates, please visit www.Krimssociates.com.

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