Jonathan Gumpper

Jonathan Gumpper

Financial Consultant

Since joining Equitable, Jon has established his practice by dedicating his time towards helping others and providing truly unique client experiences. With a diverse, yet altruistic background, Jon focuses his time as a retirement benefits consultant to serve his clients who work in education, private sector, non-profit organizations, and small businesses. By concentrating on implementing creative planning concepts, Jon helps to establish solutions to achieve long term financial security and current peace of mind.

Jon’s primary goal is to work closely with his team, The Rockland Group, Wealth Management L.L.C., for the benefit of his clients. Utilizing a comprehensive, yet comfortable approach, financial stability and strength are areas of particular focus; achieved through education, advocation, organization, and motivation. Jon’s goal is to help his clients achieve their own versions of success, specific to each of the individuals, families, and companies he works with by implementing strategies dedicated to sustainable investing and tax efficiency.

He lives in Blandon, where he takes care of his family and established his roots in the area. Jon enjoys golfing and working on cars.


Professional Designations/Registrations:

FINRA Licenses: Series 7, 66

Life & Health Licenses

 

Degrees/Education:

 

Bachelor of Science

Lock Haven University of Pennsylvania


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 610-223-3673
Fax 877-256-7095