Jonathan Danise
About
Jonathan got his start in the financial services industry in 2015 with an internship at Northwestern Mutual. Shortly after that he began working as an agent for New York Life. Jonathan joined Wealth Enhancement Group in 2023. He brings compassion, attention to detail and positivity to his role as financial advisor.
Jonathan lives in Saratoga Springs, New York, and is known for being the family comedian. When not working, he enjoys golf and skiing.
Education
- BS - Business Administration, SUNY Oswego
- AS - General Studies, SUNY Fulton-Montgomery Community College
Additional licenses and designations
- NYS Life and Health Insurance Licenses
Resources from Jonathan Danise
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation