Jonathan Kosmata

Jonathan Kosmata
Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.

1000 N. Tamiami Trail

Nokomis, FL 34275

Jonathan.kosmata@truist.com

Phone 941-882-7094

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About me

Background

Jonathan is a Financial Consultant with The Cairo Group of Truist Investment Services, Inc. He offers clients more than 15 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts in Finance
Baldwin-Wallace University 2003 2007

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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