Broker Check
Jonathan Jaraiedi, CFP, CLU, ChFC

Jonathan Jaraiedi, CFP, CLU, ChFC

Vice President, Financial Planner

Jon Jaraiedi is a graduate of West Virginia University with a Bachelor’s Degree in Finance. He has been in
business since 2006 and holds the designation of Certified Financial Planner™ professional. Originally
from Lawrenceville, NJ, Jon now resides in Haddonfield, NJ with his wife Kimberly and their two boys.


Jon and Jaraiedi Financial Group are well known for their highly regarded financial workshops and seminars. They have been invited by many firms and organizations to hold presentations on financial subjects such as Estate Conservation Strategies, Retirement Planning, Investment Allocation and many more. Jon has been helping clients with their financial assets for over 15 years.


Mr. Jaraiedi is well versed on subject matters such as:
ESTATE PLANNING, BUSINESS SUCCESSION PLANNNG, EXECUTIVE COMPENSATION STRATEGIES, FAMILY LEGACY PLANNING, LIFE, DISABILITY, AND LONG-TERM CARE INSURANCE, and WEALTH MANAGEMENT.

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.


Experience:


MassMutual – PA

  • Certified Financial Planner

MetLife – PA

  • Certified Financial Planner

New England Financial – PA

  • Certified Financial Planner

Education:

  • BA in Finance

Licenses & Designations:

  • Certified Financial Planner
  • CLU - Chartered Life Underwriter
  • ChFC - Chartered Financial Consultant
  • Series 63, 65, and 6
  • Property & Casualty Insurance
  • Life & Health Insurance
  • Annuities

Accomplishments:

  • FIVE STAR Wealth Manager
  • Member of Blue Chip Conference
  • Member of Leaders Conference

Organizations:

  • West Virginia University Alumni Association
  • Haddonfield Youth Soccer