Johnathan Breen
Financial Advisor at OneSeven; Managing Attorney at Law Offices of Johnathan C. Breen
- Role
- Financial Advisor at Oneseven
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Johnathan Breen
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®…
Experience
Financial Advisor
Sep 2025 — Present · Beverly, MA, US
Investment Advice offered through OneSeven, a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Please visit our website for important disclosures
Skills
- Investments
- Wealth Management
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Trusts
- Mutual Funds
- Estate Planning
- Series 66
- Series 7
- Insurance
- Financial Advisory
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