Meet the Team


Jonathan Shen, CFP®

Associate Wealth Advisor


  • Bachelor’s Degree, Rutgers University
  • Financial Planning Certificate, Fairleigh Dickinson University


Jonathan Shen is an Associate Wealth Advisor with nearly 10 years of experience in the industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) working closely with Wealth Advisors in formulating comprehensive financial plans, investment recommendations, and tax strategies. Prior to joining Sax Wealth Advisors, Jonathan was a Financial Consultant at LPL Financial, where he counseled clients on their investment portfolios and risk management.

Jonathan received his bachelor’s degree from Rutgers University and resides in West Caldwell, with his wife and daughter. Outside of work, he enjoys quality time with family, reading, and traveling.

Awards & Honors