Jonathan Charles

With nearly two decades in financial services, Jonathan built his career on a simple philosophy: treat every client like a close friend. This approach creates genuine trust and accountability that transforms financial relationships.

His journey began at Wachovia in 2005, followed by roles at American Express, a decade with Wells Fargo, PNC Bank, and M&T Bank—each experience reinforcing his commitment to operating with unwavering integrity. A brief stint at Prudential helped him realize his passion lies in comprehensive financial guidance and education rather than traditional advising models.

Jonathan is particularly passionate about financial literacy in underserved communities. He’s conducted workshops at charter schools throughout Newark and at the Parsippany Library, teaching students and parents about credit scores, financial reports, and money management, critical life skills often missing from traditional education. He believes budgeting and financial education should be accessible to everyone.

When he’s not empowering clients or communities, you’ll find Jonathan hiking trails with his rescued pitbull mix, celebrating his Caribbean heritage at annual family reunions in Antigua, or reminiscing about his basketball days from high school. His diverse background and genuine care for people’s financial wellbeing make him a trusted partner in achieving financial goals.

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I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ 

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700