Jonathan Barrera

Jonathan Barrera Email and Phone Number

Financial Advisor at Westpac Wealth Partners @ AALU
washington, district of columbia, united states
Jonathan Barrera's Location
Oxnard, California, United States, United States
About Jonathan Barrera

My mission is simple, providing education to my clients that allows them to make clear, confident and informative decisions with their finances. This includes learning how to control debt and become world class savers. I work with knowledgeable financial professionals who do tax strategies, financial planning, estate planning, retirement planning, exit planning, investments, life insurance, and disability insurance.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0H73984. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:2024-5221/

Jonathan Barrera's Current Company Details
AALU

Aalu

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Financial Advisor at Westpac Wealth Partners
washington, district of columbia, united states
Website:
finseca.org
Employees:
28
Jonathan Barrera Work Experience Details
  • Westpac Wealth Partners
    Financial Advisor
    Westpac Wealth Partners Oct 2017 - Present
    Beverly Hills, California
    Helping professional corporations and professional individuals make clear and informative financial decisions through customized education including but not limited to innovative tax strategies, investment strategies, risk management solutions, balancing debt, and living an organized financial lifestyle. In the end, we are passionate to helping our clients become world class savers* and live the life they always wanted to live without being whelmed by worries about money.*Guardian considers someone who saves at least 15 to 20% of their income to be a World-Class Saver.
  • Aalu
    Member
    Aalu Jun 2017 - Present
    United States
    AALU is a non profit organization that is not affiliated with New York Life and it's affiliates. For 60 years, AALU has been the trusted, influential voice for the life insurance community in Washington, DC.With a singular focus on the issues impacting life insurance products, professionals, and clients, AALU has a heritage of leadership and success. We provide our members with essential tools and services required to help grow their businesses, serve their clients, and protect the life insurance profession.AALU members have the opportunity to build strong, personal relationships with key Congressional leaders, network with the most successful professionals in the life insurance markets, and learn from peers and recognized experts.AALU members tell us they find their personal engagement in the AALU to be an important part of growing their business. Here's how they describe the value they receive from the AALU.
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  • Los Angeles County Medical Association
    Preferred Partner
    Los Angeles County Medical Association Apr 2017 - Present
    Greater Los Angeles Area
    LACMA is not affiliated with New York Life or it's associated subsidiaries. As a preferred partner and LACMA board approval Jonathan provides education and advice to LACMA members and their families. Since 1871, LACMA has been at the forefront of medicine in L.A. County, ensuring that our members are represented in the areas of public policy, government relations and community relations. Through our advocacy efforts in both Los Angeles County and with the statewide California Medical Association (CMA), our physician leaders and staff strive toward a common vision – that you might spend more time treating your patients and less time navigating the obstacles that threaten your autonomy and undermine your practice of medicine.LACMA and CMA will continue to resolve the healthcare challenges of today, as well as the healthcare and healthcare delivery problems of tomorrow. LACMA and CMA physicians share a unified voice that strives to educate and promote a greater understanding of the “care” in healthcare, the needs and political pressures in healthcare delivery, and the preservation of a sacrosanct doctor-patient relationship. LACMA and CMA’s solemn duty is to preserve and protect the noble pursuit of healthcare delivery for physicians.
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  • Naifa-California
    Member
    Naifa-California Jan 2013 - Present
    Greater Los Angeles Area
    The National Association of Insurance and Financial Advisors is the respected professional association of over 2,500 insurance agents and financial advisors in Texas and 40,000 across the United States.NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments.
  • The Nautilus Group
    Member Agent Of
    The Nautilus Group Jan 2016 - Oct 2017
    Greater Los Angeles Area
    The Nautilus Group® is an exclusive membership based resource accessible to an elite group of approximately 200 experienced insurance and financial industry leaders who are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives and business owners.Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas:Family ProtectionEstate and Legacy PlanningBusiness Succession and Exit PlanningExecutive BenefitsPhilanthropyWorking hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients’ sophisticated planning objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis, and experienced financial insight.The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies.
  • Nylife Securities, Llc
    Financial Services Professional
    Nylife Securities, Llc Mar 2011 - Oct 2017
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Mar 2011 - Oct 2017
    California, Texas & Nevada
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  • New York Life Insurance Company
    Development Manager
    New York Life Insurance Company Aug 2014 - Jan 2015
    Central Coast California
    In my role as Development Manager, my foundational strategies are rooted in ensuring each and every Agent I train and develop is given the best chance to succeed. New York Life Insurance Company has one of the most comprehensive training programs available for life insurance Agents and Recruiters in the financial services industry.My core functions include: 1. Oversee training and development for all Agents.2. Conduct sales training and licensing classes to develop new and experienced Agents.3. Mentor Agents in Company financial solution design; sales & prospecting techniques; and sales activity training.4. Implement and teach the New York Life Curriculum.5. Advice and consult with management peers and the Managing Partner on recruiting
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  • Mdrt
    Qualifying Member
    Mdrt 2015 - 2017
    Greater Los Angeles Area
    Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
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  • Naifa-Texas
    Member
    Naifa-Texas May 2011 - Apr 2013
    Austin, Texas Area
    The National Association of Insurance and Financial Advisors is the respected professional association of over 2,500 insurance agents and financial advisors in Texas and 40,000 across the United States.NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments.
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  • Tax & Audit
    Tax, Audit And Mergers & Acquistion
    Tax & Audit Jan 2003 - Mar 2011
    San Diego, Las Vegas, Austin
    8+ years of Operations, Tax, M&A, Audit, & Real Estate Accounting.
  • Us Navy
    Aviation Mechanist Mate
    Us Navy Dec 1996 - Dec 2000
    Kaneohe, Hawaii
    Jet Engine Mechanic servicing Anti-sub and Search & Rescue SH-60B Helicopters. Additional support includes Anti-Sub, Fleet Guidance and Support, Weapons Support, Seal Ops, UN Oil Regulation in the Gulf and United Peace Operations.
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Jonathan Barrera Education Details

Frequently Asked Questions about Jonathan Barrera

What company does Jonathan Barrera work for?

Jonathan Barrera works for Aalu

What is Jonathan Barrera's role at the current company?

Jonathan Barrera's current role is Financial Advisor at Westpac Wealth Partners.

What schools did Jonathan Barrera attend?

Jonathan Barrera attended University Of Southern California, University Of San Diego, Pepperdine University, Durango High School.

Who are Jonathan Barrera's colleagues?

Jonathan Barrera's colleagues are Judy Durham, R. Philip Sarnecki Clu, Chfc, Alberto Melo Machado, Sandra Douvier, Israfil Ansari, Pokhrel Bhishma, Golu Singh.

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