Associates

My name is Jonathan Griggs; I'm a financial services professional that helps assist individuals, families, and businesses to reach their potential through casual conversations that allow my clients and I to collaborate and work together to strategically structure a financial strategy that integrates risk management solutions and wealth accumulation strategies that are specifically tailored to the individuals or organizations needs and goals for optimal results.

I received my bachelor's degree from the University at Albany (Go Danes!) where I dueled majored in Economics and Sociology. Afterwards, I received my master's in business administration specializing in finance and accounting at Utica College's School of Business located in Utica, NY. I currently possess a series 6 and 63 investment license as well as a New York State life, accident, and health insurance license. I'm the JV Boys basketball Head Coach at Rome Free Academy High School located in my hometown of Rome, NY. I like to enjoy my free time with my wonderful children, Adrien and Aria.