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Jonathan Green

Jonathan Green

Financial Advisor

Jon is a Registered Representative of Sagepoint. and is one of the original members of the Legacy Financial Advisors group when he joined the firm in 2000.

During his 10 + years in the retirement and strategizing market, Jon has gained experience in retirement income preparation, employee benefits strategizing, estate preparing, and investment services arenas. He has worked with thousands of retirees and employees from major corporations such as Verizon, GE and Raytheon. His extensive knowledge of distributions, transfers, and rollovers has de-mystified the process for his clients, and has earned him a reputation for thorough, client-focused service delivery.

Jon’s skillful, inclusive management style enables him to work with a team of professionals to deliver comprehensive estate strategizing services. His ability to provide highly developed client solution scenarios in conjunction with tax and legal professionals means that his clients can expect a thorough picture of their financial alternatives.

Jon lives with his wife, Maggie, an architect and museum professional, and two sons, both baseball players, in Central Massachusetts. When he’s not coaching baseball or playing guitar, he can be found fly-fishing the saltwater tides of Cape Cod.

  • Registered Representative with Sagepoint (Member FINRA/SIPC)
  • Registered Financial Consultant designation received in 2005
  • Series 6, 63
  • MA Life, Health, and Accident Insurance Licensed