Jonathan L. Petrie

Jonathan L. Petrie

Financial Advisor

Phone: (716) 312-7424
Fax: (716) 312-7422
E-mail:
 

I began my financial services career in early 2015.  While apprenticing with senior advisors at the firm,  I also earned my FINRA Series 7, Series 66, Series 24 and New York State Life and Health insurance licenses in order to offer better comprehensive financial services to clients.    
 
As an independent financial advisor, I offer non-biased financial guidance to clients and recommend suitable financial products from a vast array of insurance and investment companies. 
 
I am currently working toward my Certified Financial Planner (CFP®) designation.  I earned a Bachelors of Science in Business Administration in 2010 at the University at Buffalo.  In 2008, I started a lawn care business that grew to over 200 customers.  I sold my portion of the company at the end of 2014 to begin a new career in financial services.  As an independent financial advisor,  I want to continue to bring the same customer-centric values that I entrenched as a small business owner.   I am hoping to bring some youthful energy, creativity and an entrepreneurial spirit to the ClearPlan team.     
 
As a graduate of Orchard Park High School in 2006, I currently live in the village with my wife Jessica, my daughter Addison, and dogs Max & Molly.