Jonathan Gerschman

Jonathan Gerschman


I strive to build custom financial strategies which allow individuals to accomplish their unique goals. Every single person has a different vision of the future for themselves and their families thus creating a blueprint which is built around that is crucial for my clients success. I believe in examining an individual's full portfolio including pensions, debts and physical assets ensures that all pieces are working together as efficiently as possible.

Several services I help many clients with include but are not limited to:

- Retirement planning

- College Savings

- Wealth Management

- Life and Health Insurance

- Maximizing pension and Social Security Benefits

My highest accomplishment is for my clients to view me not just as there financial advisor but as a friend they can always count on

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Stonebridge Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.