Biography

Jonathan Stevens

JStevens

Jonathan Stevens
Financial Advisor
Kades-Margolis Corporation

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Email: jstevens@4kmc.com
Local: (610) 971-1080
Toll Free: (800) 433-1828, ext. 135

“My speciality is working with education employees and their families to plan and save for retirement,” said Jonathan. “This specialization gives me an in-depth knowledge of the Public School Employees’ Retirement System (PSERS), the Pennsylvania State Education Association (PSEA), and the unique needs of the education community.

“I am interested in helping you plan for a secure and comfortable financial future. I provide my clients with a complimentary financial analysis based on their specific financial needs and objectives. My extensive training and experience with securities as well as financial planning enables me to bring a high level of knowledge to each unique situation. This helps to identify the appropriate investments and services to best accommodate your specific needs.

“The PSEA endorsement of Kades-Margolis as the exclusive marketer of retirement plans and investments is your assurance that our firm offers excellent products and quality service. I am honored to be working with Kades-Margolis, and I look forward to the opportunity to serve you.”

Experience
Jonathan is a graduate of Geneva College, where he earned a Bachelor of Science Degree in Business Administration with a concentration in Finance and Economics. He also was a three-year letter winner as a member of the football team. After several years of experience in financial planning, Jonathan teamed up with Kades-Margolis. He is licensed to sell life, health, and annuities. He is also a Registered Representative of GWN Securities, Inc., allowing him to offer a full range of investments to suit and help meet every client’s needs.

Special Interests
In his leisure time, Jonathan is an avid outdoorsman. He enjoys attending live sporting events. His hobbies include going to the gym, golf, and spending time with his family and friends.

Securities and Registered Advisory Services offered through GWN Securities, Inc.
11440 N. Jog Rd. Palm Beach Gardens, FL 33418 (561) 472-2700, Member FINRA & SIPC.
Kades-Margolis Corporation, a USRP company, is not affiliated with GWN Securities, Inc.