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Jonathan Busa, Rfc, Cfs Email & Phone Number

Principal and Managing Director at CERES Financial Group, Inc.
Location: Fort Myers, Florida, United States 6 work roles 2 schools
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Current company
Role
Principal and Managing Director
Location
Fort Myers, Florida, United States
Company size

Who is Jonathan Busa, Rfc, Cfs? Overview

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Quick answer

Jonathan Busa, Rfc, Cfs is listed as Principal and Managing Director at CERES Financial Group, Inc., a company with 2 employees, based in Fort Myers, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Busa, Rfc, Cfs.

Jonathan Busa, Rfc, Cfs previously worked as Principal & Managing Director at Ceres Financial Group, Inc. and Business Development & Administration at Alliant Property Management, Llc. Jonathan Busa, Rfc, Cfs holds Bachelor Of Science - Bs, Criminal Justice from Northeastern University.

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Email format at CERES Financial Group, Inc.

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CERES Financial Group, Inc.

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Profile bio

About Jonathan Busa, Rfc, Cfs

I am a professional with education, experience, and training in financial services, management consulting, criminal justice, and cybersecurity. I am on a mission to help people plan their financial futures and protect, manage, and grow their business organizations. I am currently the Principal and Managing Director of CERES Financial Group, Inc., a firm I founded in 2001 after joining Royal Alliance Associates, Inc. (now known as Osaic Wealth, Inc) as a financial advisor in 1998. CERES Financial Group, Inc. is a firm committed to helping families and businesses with financial planning, investments, and insurance. My career started in financial services in 1991 with experience in banking, investments, retirement planning, and insurance. Early in my career I presented over 400 financial seminars and individually counseled thousands of people on retirement planning and investments.For the last 12 years, in addition to helping families plan their financial futures, I have focused on helping businesses and community association leaders manage their organizations efficiently and effectively in the areas of board governance, administration, operations, accounting, information technology and human resources.Most recently, in an effort to help organizations meet the increasing challenges of cybercrime, I completed 400 hours of education and training in cybersecurity at American University. Currently, I am preparing for the Certified Financial Crimes Specialist designation._____________________________________________CERES Financial Group, Inc.909 Washington StStoughton, MA 02072781-344-4401 | 239-344-9785www.CFGAdvisors.comFinancial Planning and Investment Advisory Services offered through CERES Financial Group, Inc, a Registered Investment Advisor. Securities are offered through Osaic Wealth, Inc. Member FINRA/SIPC. Jonathan is a Registered Representative of, and offers securities through, Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. Jonathan is registered in the states of CA, FL, IA, IN, MA, ME, NH, OH. Jonathan is separately registered as an Investment Adviser Representative (IAR) under CERES Financial Group, Inc., a Registered Investment Advisor. CERES Financial Group, Inc. and Osaic Wealth, Inc. are not affiliated companies.For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Current workplace

Jonathan Busa, Rfc, Cfs's current company

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CERES Financial Group, Inc.
Ceres Financial Group, Inc.
Principal and Managing Director
Fort Myers, FL, US
Website
Employees
2
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6 roles · 37 years

Jonathan Busa, Rfc, Cfs work experience

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Principal & Managing Director

Current

Stoughton, Massachusetts, United States

CERES Financial Group, Inc.909 Washington StStoughton, MA 02072781-344-4401 | 239-344-9785www.CFGAdvisors.comCFG is a financial planning and wealth management firm dedicated to helping people make smart decisions about their financial lives. Financial Planning and Investment Advisory Services offered through CERES Financial Group, Inc, a Registered.

Aug 2001 - Present

Account Executive

Copeland Equities, Inc.
1994 - 1998 ~4 yrs

Banking Services And Investment Specialist

Shawmut Bank And Shawmut Brokerage

Boston

1991 - 1994 ~3 yrs
2 education records

Jonathan Busa, Rfc, Cfs education

Bachelor Of Science - Bs, Criminal Justice

The Bachelor of Science in Criminal Justice degree is designed to prepare students for professional and research careers in criminal.

Certificate, Cybersecurity Professional Program

The American University Cybersecurity Professional Program in partnership with HackerU teaches students everything they need to defend.

FAQ

Frequently asked questions about Jonathan Busa, Rfc, Cfs

Quick answers generated from the profile data available on this page.

What company does Jonathan Busa, Rfc, Cfs work for?

Jonathan Busa, Rfc, Cfs works for CERES Financial Group, Inc..

What is Jonathan Busa, Rfc, Cfs's role at CERES Financial Group, Inc.?

Jonathan Busa, Rfc, Cfs is listed as Principal and Managing Director at CERES Financial Group, Inc..

Where is Jonathan Busa, Rfc, Cfs based?

Jonathan Busa, Rfc, Cfs is based in Fort Myers, Florida, United States while working with CERES Financial Group, Inc..

What companies has Jonathan Busa, Rfc, Cfs worked for?

Jonathan Busa, Rfc, Cfs has worked for Ceres Financial Group, Inc., Alliant Property Management, Llc, Copeland Equities, Inc., Shawmut Bank And Shawmut Brokerage, and U.S. Department Of Justice.

Who are Jonathan Busa, Rfc, Cfs's colleagues at CERES Financial Group, Inc.?

Jonathan Busa, Rfc, Cfs's colleagues at CERES Financial Group, Inc. include Michele Ann Russell, Cfp®.

How can I contact Jonathan Busa, Rfc, Cfs?

You can use AeroLeads to view verified contact signals for Jonathan Busa, Rfc, Cfs at CERES Financial Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Jonathan Busa, Rfc, Cfs attend?

Jonathan Busa, Rfc, Cfs holds Bachelor Of Science - Bs, Criminal Justice from Northeastern University.

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