Jonathan Phan is the founder and President of the Asset Management Group, Inc. He graduated from the University of Massachusetts with a Bachelor’s degree in Business Administration and Marketing. Jonathan’s special focus is Retirement Planning, Employee Benefits, Risk Management and Investment Services.
Jonathan was awarded his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College. Jonathan holds FINRA Series 6, 7, 22, 24, 26 & 63 registrations. Jonathan is a Registered Principal and offers securities through MML Investors Services, LLC, Member SIPC.
Jonathan joined a major financial firm in Boston, Massachusetts in 1986. In his first 5 years of serving his clients, Jonathan qualified as a member of the Million Dollar Roundtable, and received numerous company and industry awards for production and quality client service.
In 1990, Jonathan entered management and was recognized for his outstanding efforts in leadership and building a successful organization - earning him many prestigious awards on a national level. Within ten years, Jonathan had worked his way up to partner, and enjoyed one of the best records and reputations in the industry.
As his time in the industry increased, Jonathan saw the need for a firm based on the most innovative financial strategies available, and founded Asset Management Group in 2000. The Agency continues to expand, adding several area specialists, management teams and staff members, and has nearly tripled in size since 2007. In 2011 and 2012, the Agency earned the highest agency honor at Massachusetts Mutual Life Insurance Company (MassMutual) - The Chairman's Trophy, Gold Bowl. The Agency was also recognized in both 2011 and 2012 for having 2 agents earn the Freshman Five award.
Jonathan and his wife Vivian live in Fairfax with their twin boys, Alex and Will. Jonathan's daughter Jacqueline attends college in Rhode Island.
Jonathan Phan is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory office: 3975 Fair Ridge Drive, Suite 315N, Fairfax, VA 22033; Phone: 703-273-1002.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies