Jonathan Lindner Email & Phone Number

Charlotte, Nc, Us

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. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. 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.

Charlotte, Nc

• Managed over $200MM of discretionary money• Developed new all ETF “Preservation” model which grew to over $20MM AUM in three years• Researched equities, mutual funds and ETF’s• Led weekly investment committee meeting• Recommended asset allocation and portfolio changes• Met with vendors for ETF’s, mutual funds and annuities• Interviewed money managers• Sat in on client meetings to discuss individual holdings and macro environment• Conducted due diligence meetings & traveled to industry events to stay abreast of most recent developments