Howard Jonas, CLU®, ChFC®, REBC®, CASL®

About

Howard Jonas serves as Vice President, Advanced Planning for Highland Capital Brokerage. Howard started in the financial services industry in 1999 and specializes in Advanced Planning with life insurance, including premium financing, GRATs, and both personal and estate planning for business owners. 

Prior to joining Highland, Howard was a Director of Advanced Sales at another major insurance brokerage firm. During this time, he collaborated with financial planners and advisors on a variety of concepts, such as split dollar, buy-sell planning, executive compensation techniques, and wealth transfer strategies. Jonas has also spent some time in the field as an insurance producer. 

Howard holds his Life, Accident, and Health license, as well as FINRA Series 6 and 63 licenses, and the following designations: Chartered Life Underwriter®, Chartered Financial Consultant®, Registered Employee Benefits Counselor®, and Chartered Advisor for Senior Living®. 

Howard resides in Maryland with his wife Kim and two daughters, Emily and Lindsay. When he’s not working, Howard enjoys going to the gym, traveling, cooking, and listening to very old music. 

Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.