jonathan-d-bookbinder_0f8e0319e81944269ad574a4f1dff988

Jonathan D. Bookbinder

Managing Associate

CFBS

Professional Story

Business Owners, Business Succession Planning, Estate Planning, Insurance Strategies, Retirement Income Planning, Risk Management Strategies, Financial Education, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Investment Strategies (Reg. Reps Only), Military

English

Jonathan D. Bookbinder is a seasoned professional with 14 years of industry experience, currently holding the title of Managing Associate. He is an alumnus of Washington College, where he graduated in 2010 with a major in Business Management. Noteworthy is his senior thesis, a comprehensive exploration of life insurance as a strategic asset protection and tax shelter.

Throughout his career, Jonathan has achieved recognition for his outstanding contributions, earning membership in the prestigious MML Leader’s Club in both 2017 and 2019. His commitment to growth and development is evident in his continued success within his practice, where he actively engages in giving back to the community.

Beyond his professional endeavors, Jonathan finds fulfillment in his role as a family man. He is happily married to Anna, and together they raise their children, Samuel and Daniel. Quality time with his family is Jonathan’s biggest accomplishment, and he places a high value on the balance between professional and personal life.

In his leisure time, Jonathan indulges in a variety of interests. A sports enthusiast, he passionately supports teams such as the Yankees, Jets, Nets, and Rangers. Engaging in home projects allows him to exercise his creativity, while his love for photography, scuba diving, and collecting vinyl records reflects his diverse range of hobbies.

Jonathan was an active member of the Kappa Sigma Fraternity and serves as the Darrow School Class Agent for Washington College. Professionally licensed with a Life, Accident, & Health license, he also holds Series 6 and the esteemed CFBS designation, showcasing his dedication to excellence in the financial services industry.

Professional Services

•Business Continuation and Estate Conservation Strategies

•Personal Financial Strategies

•Retirement Planning Strategies

•Life Insurance

•Disability Income Insurance

•Executive Compensation Plans

•Wealth Distribution / Tax Efficient Strategies

•Wealth Accumulation Strategies

•College Education Funding Strategies

•Charitable Giving Strategies

•Long Term Care Planning

•Employee Benefits

•Risk Management

About CREATIVE

CREATIVE is dedicated to helping entrepreneurs and business owners accomplish their lifetime and legacy goals. Founded in 1976, CREATIVE delivers comprehensive financial solutions to a select group of executives, business owners and other successful individuals and companies who have unique planning and wealth management needs. CREATIVE offers the confidence that comes with the strength and stability of one of the industry’s leading firms.

Setup An Appointment

CRN202701-5753416

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

Washington College (2006-2010)

Fairfield Satellite Office

30 Two Bridges Road, Ste. 320 Fairfield, NJ 07004
Get Directions
Fairfield Satellite Office Office