Broker Check
Jonathan Knaus, CLU®, LUTCF®, FICF, CLTC

Jonathan Knaus, CLU®, LUTCF®, FICF, CLTC

Wealth Planner

772-666-3953

Jonathan@my-wealth.com

Jonathan Knaus is a Financial Advisorwith Generational Wealth.

As a Financial Advisor, Jonathan holds his Series 65 license and is a licensed Insurance Agent with the following designations: Chartered Life Underwriter, Fraternal Insurance Counselor Fellow, Life Underwriter Training Council Fellow, and Certification in Long-Term Care. Jonathanpreviously served as a Financial Advisor and Field Agent for Knights of Columbusfor seven years. Prior to becoming a Life Insurance Agent,Jonathan enjoyed an over 33-year careerin Finance and Sales includingexecutive positions with major multinational corporations. Twenty years were spent living and working in Moscow, Russia. He prided himself oncontinuing his education and knowledge byachieving the Certified Public Accountant, Certified Internal Auditor, Certified Management Accountant, and Certified in Financial Management designations in his career.

Jonathan was born in Jacksonville, Florida.Jonathan earned a Bachelor of Science degree in Accounting & Business Administration from Washington and Lee University in Lexington, Virginia.Jonathan is married toHirokoHagino and they reside in Stuart, FL with their Yorkie, Oscar.They havetwo children and two grandchildren.

 

When asked why he became a Financial Advisor Jonathan said, “As a Financial Advisor with Generational Wealth, I am passionate about providing clients and their families financial products that are designed specifically to assist them achieve their financial goals. It is my mission to ensure every client has peace of mind regarding their financial plan.”

When asked what he hopes to achieve for hisclients, Jonathan said, “My core values are Integrity, Faith, Family, Fun and Excellence. I bring those core values into every relationship I have with everyone I meet professionally or personally.