Jonathan Codispoti

President/Founder, Legacy Wealth StrategiesVice President of Growth and Development-Lifetime Financial Growth, LLC

Role
Vice President, Growth & Development at Lifetime Financial Growth
Location
Columbus, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jonathan Codispoti

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Lifetime Financial Growth and Legacy Wealth Strategies LLC are not affiliates or subsidiaries of PAS or Guardian. Lifetime Financial Growth and Legacy Wealth Strategies LLC are not registered in any state or with the U. S. Securities and Exchange Commission as Registered Investment Advisors. CA Insurance License #0H46340Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity./COMPLIANCE:20••••80/

Experience

  1. Vice President, Growth & Development

    Lifetime Financial Growth

    Dec 2021 — Present

    As the VP of Growth and Development at Lifetime Financial Group (LFG), Columbus, I help entrepreneurial-minded individuals build a successful business in financial services. Building your business at LFG means that you’re in business for yourself, not by yourself; you’re backed by an established firm and their exceptional support structure. Our leadership team is dedicated to ensuring that our associates learn and understand the tools and techniques needed to confidently approach their market.As financial professionals, our business is to help our clients protect and enjoy what they’ve worked hard to build. We help our clients reach their financial objectives in building, protection and enjoyment of wealth by empowering them to make informed financial decisions.If you have questions about our career opportunities, or your financial plan, please do not hesitate to reach out./COMPLIANCE:20••••16/

Education

  • Ohio University

    Sports Management with a Minor in Business, School of Health and Human Services

    2003 — 2007

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Jonathan Codispoti — Vice President, Growth & Development at Lifetime Financial Growth in Columbus, OH, US | Unifers