Jonathan Costa

Jonathan was born and raised in New York where he graduated from New York Institute of Technology. He has been working in the financial services industry since 2016, where he started his career as a floor member of the New York Stock Exchange. As an Investment Advisor Representative, Jonathan has served clients from around the nation, focusing on asset preservation, retirement planning, and tax strategies. “Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust and reliability.”

Jonathan currently resides in Milwaukee, WI. When not serving clients Jonathan enjoys spending time traveling, fly fishing, and is active in coaching youth baseball.

Jonathan Costa

Jonathan was born and raised in New York where he graduated from New York Institute of Technology. He has been working in the financial services industry since 2016, where he started his career as a floor member of the New York Stock Exchange As an Investment Advisor Representative, Jonathan has served clients from around the nation, focusing on asset preservation, retirement planning, and tax strategies. “Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust and reliability.”

Jonathan currently resides in Milwaukee, WI. When not serving clients Jonathan enjoys spending time traveling, fly fishing, and is active in coaching youth baseball.

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