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Jonathan W. Webb, CFP®

Jonathan W. Webb, CFP®

Born in 1969, Jonathan W. Webb received an Associates of Arts degree, commendable scholar, from the Mitchell College in 1990 and a Bachelor of Science degree from Central Connecticut State University in 1992. The Certified Financial Planner Board of Standards, Inc. conferred the designation of Certified Financial Planner® (CFP®) on Mr. Webb in 2001. In 2004 Mr. Webb also received the designation of Qualified Financial Planner (QFP) from the International Association of Qualified Financial Planners.

Mr. Webb is a member of BACH Investments Plus, LLC. He is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc. He has worked in the financial services industry since 1993 and has had previous affiliations with American Express, Chase Manhattan Bank, NA, and LPL Financial Services, Inc.

Additionally, Jonathan currently serves as President of the Litchfield County BMX Group, Inc. He is a former member of the Board of Education in Canton and was a founding board member of the Canton Education Foundation, Inc. and has served on their advisory board. He has also served on the Town of Canton Pension Commission and was a member of the Town’s Elderly Tax Relief Committee. He coached soccer for six years for the Canton Youth Soccer Association. Mr. Webb has also taught retirement planning classes through the Adult Education departments in the towns of Newington and Wethersfield. Jonathan lives in Canton, Connecticut with his wife Elizabeth and their two children.

 

CREDENTIALS/TITLES:
General Securities Representative - Series 7 
Uniform Securities Agent - Series 63 
Uniform Investment Adviser - Series 65
General Securities Principal - Series 24
Municipal Securities Principal - Series 53
Certified Financial Planner®
Qualified Financial Planner
Investment Adviser Representative

State of Connecticut Insurance Department Producer License:
Life Insurance
Accident/Health Insurance
Variable Annuities
Variable Life
Fraternal Agent - Life, Accident/Health