Jonathan Barrett

About Jonathan Barrett

With the focus of my practice being professional athletes, visual and performing artists, physicians and other high net worth individuals, there is no scenario too complex for our firm to tackle. As a young athlete looking to be drafted, a performer auditioning to be signed by record label, an artist trying to get their first gallery opening, there are so many moving parts, and it may be difficult to navigate your financial future. Our business management, tax, and financial planning services focus on protecting you, as you look to help take your career to the next level. From strategic asset management planning, tax free investment structures, business management, estate planning strategies, and more.We help clients accumulate and protect wealth via a comprehensive planning approach. Our open architecture platform allows us to serve all of the client\'s needs, from asset management, retirement and estate planning, life insurance, long term care, and disability insurance in addition to strategies for employers and business owners such as executive compensation and employee benefits. We customize strategies for our clients, then offer products from hundreds of investment and insurance companies.As a Vice President, my mission is also to attract, select, place, and promote individuals based on their qualifications, without discrimination – a philosophy that has always been a fabric of our company. Equitable Advisors’ financial professionals may come from a variety of backgrounds, but they all share several important characteristics: they are results-driven and highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence.

Experience

1. Founder, CEO and Managing Partner

   Titan Financial Group

   Oct 2019 — Present · NJ, US

   At Titan Financial Group, we embody the three pillars towards financial independence - Accumulate, Protect and Distribute wealth.We have created a model that will revolutionize the way we address our clients’ financial needs and well-being. We look to build a plan tailored to your goals and provide lifelong financial guidance.As fiduciaries, we are held to the highest standard to our clients to ensure we conduct extensive due diligence, research, and analysis to take the best steps forward for you.Whether your situation provides unique planning, or you just have a few questions to better understand your own finances, we are here to help.

Education

• Fairfield University

  BS, Mathematics, Computer Science, Philosophy, English

  2002 — 2006

• The Wharton School

  Retirement Planning, Financial Services

  2011 — 2012

• Columbia University

  Holistic Financial Coach Program, Finance and Financial Management Services

  2021 — 2022

• Harvard Business School

  Investment Management and Portfolio Construction, Investments and Securities

  2015 — 2016