Jonathan Lerche is a financial services professional with a background in real estate, client relationship management, and financial planning. He holds FINRA Series 7, 6, 63, and 65 licenses, as well as a New York Life, Accident & Health insurance license through LPL Financial.
Jonathan has spent more than 20 years helping individuals, families, and small businesses navigate major financial and life decisions, including real estate transactions, relocation, planning, and protection needs. He brings a relationship-focused approach, a strong interest in technology and process improvement, and a commitment to helping members feel informed, confident, and supported as they work toward their financial goals.