About Us

Jonathan Zollo, CFP®

Director of Case Design
Phone: 813-466-3123
Fax: 813-289-8774

Jonathan Zollo has been a financial professional since 1996 and has helped numerous individuals and small businesses with their wealth accumulation and estate preservation planning. Jonathan is particularly experienced at helping owners of closely held businesses protect their assets, provide cost-effective employee benefits and supplemental retirement plans.

Education and Related Experience:


  • Bachelors of Arts in Finance; University of South Florida  
  • FINRA Registration Series: 7, 6, 66
  •   Florida State Resident Life, Health & Variable Annuity Insurance Licensed



Accreditations and Professional Affiliations:



  • CERTIFIED FINANCIAL PLANNER ™ professional
  • Certificate in Retirement Planning from The Wharton School of Business, University of Pennsylvania
  • Member of the Tampa Bay Estate Planning Council
  • Qualifying Member of the Million-Dollar Roundtable through The Premier Association of Financial Professionals®
  • Recipient of Equitable Advisors Centurion Award
  • Financial Advisor of Equitable Advisors



 


Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. California Insurance License #: 0K46526


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


 


 

California Insurance License #: 0K46526

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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