Meet the Experts Behind Your Success

Jonathan Shen is a Wealth Advisor with over a decade of experience in the industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) working with high-net worth families 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 Caldwell, NJ with his wife and 2 kids. Outside of work, he enjoys quality time with family, cooking, and traveling.