Jonathan Levy has been working in the securities industry for the past 20 years. Prior to joining Integrated Financial Planning Services, Jon worked as a middle school music teacher for 9 years in New York City and Long Island.
Jon became a U.S. Internal Revenue Service Registered Tax Return Preparer in 2012 and received the designation, Retirement Income Certified Professional (RICP), from the American College of Financial Services in 2015. He has been a FINRA Registered Representative and holder of life and variable insurance licenses ever since the beginning of his work in financial services. Based in Germany, he is a frequent visitor to many schools in CEESA in support of his clients and a long term participant in and supporter of the CEESA conference.