President
Current
Jan 2019 - Present
AeroLeads people directory · profile
Jonathan Wilt Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ professional at Lincoln Investment, President at Heritage Advisory Group
at
Heritage Advisory Group
1 work email found
@heritageadvgroup.com
3 phones found area 215 and 972
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ professional at Lincoln Investment, President at Heritage Advisory Group
Location
Greater Philadelphia, United States
Company size
Who is Jonathan Wilt? Overview
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Quick answer
Jonathan Wilt is listed as CERTIFIED FINANCIAL PLANNER™ professional at Lincoln Investment, President at Heritage Advisory Group at Heritage Advisory Group, a with 4 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at heritageadvgroup.com, phone signal with area code 215, 972, and a matched LinkedIn profile for Jonathan Wilt.
Jonathan Wilt previously worked as President at Heritage Advisory Group and Senior Account Executive at Lincoln Investment. Jonathan Wilt holds Ba, Business from Rutgers University.
Company email context
Email format at Heritage Advisory Group
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{first_initial}{last}@heritageadvgroup.com
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AeroLeads found 1 current-domain work email signal for Jonathan Wilt. Compare company email patterns before reaching out.
Profile bio
About Jonathan Wilt
I am a values-driven, planning-focused financial advisor with over 30 years of experience in the industry helping clients to invest for their futures and their legacy.
Listed skills include Series 7, 401K, Retirement Planning, Fixed Annuities, and 6 others.
Current workplace
Jonathan Wilt's current company
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Heritage Advisory Group
5 roles
Jonathan Wilt work experience
A career timeline built from the work history available for this profile.
Senior Account Executive
CurrentAdvisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. Heritage Advisory Group and the above firms are independent and non-affiliated.
Jun 1985 - Present
Certified Financial Planner™ Professional
CurrentSenior financial representative
Jun 1985 - Present
Lecturer
Oct 2017 - Oct 2019
Asst. Buyer
Lord And Taylor
Jan 1977 - May 1979
1 education record
Jonathan Wilt education
FAQ
Frequently asked questions about Jonathan Wilt
Quick answers generated from the profile data available on this page.
What company does Jonathan Wilt work for?
Jonathan Wilt works for Heritage Advisory Group.
What is Jonathan Wilt's role at Heritage Advisory Group?
Jonathan Wilt is listed as CERTIFIED FINANCIAL PLANNER™ professional at Lincoln Investment, President at Heritage Advisory Group at Heritage Advisory Group.
What is Jonathan Wilt's email address?
AeroLeads has found 1 work email signal at @heritageadvgroup.com for Jonathan Wilt at Heritage Advisory Group.
What is Jonathan Wilt's phone number?
AeroLeads has found 3 phone signal(s) with area code 215, 972 for Jonathan Wilt at Heritage Advisory Group.
Where is Jonathan Wilt based?
Jonathan Wilt is based in Greater Philadelphia, United States while working with Heritage Advisory Group.
What companies has Jonathan Wilt worked for?
Jonathan Wilt has worked for Heritage Advisory Group, Lincoln Investment, The Wharton School, and Lord And Taylor.
Who are Jonathan Wilt's colleagues at Heritage Advisory Group?
Jonathan Wilt's colleagues at Heritage Advisory Group include Donna Smith-Williams.
How can I contact Jonathan Wilt?
You can use AeroLeads to view verified contact signals for Jonathan Wilt at Heritage Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Wilt attend?
Jonathan Wilt holds Ba, Business from Rutgers University.
What skills is Jonathan Wilt known for?
Jonathan Wilt is listed with skills including Series 7, 401K, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Asset Allocation, and Mutual Funds.
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