Jonathan Kosmata

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

1000 North 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 and partner with The Cairo Group of Truist Investment Services, Inc. With a vast background in wealth management, Jonathan focuses on assisting clients with retirement planning, investment management, risk management, and asset allocation strategies. He believes the client experience is the pinnacle of the plan: understanding short-term needs and long-term goals. We are a full-service firm providing customized financial plans to deliver the best resources to our clients and their families. And above all, Jonathan’s main philosophy was best stated by President Roosevelt: “No one cares how much you know until they know how much you care.”

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance, Bachelor of Arts
Baldwin-Wallace University Cleveland, Ohio

Personal Interests

Jonathan started his financial services career in 2008 after graduating from Baldwin-Wallace University with degree in Finance. He is a native of Cleveland, Ohio and moved to the Sarasota area in 2009. He married his high school sweetheart and lives in Lakewood Ranch. He enjoys staying active with his two children playing football and cheerleading.

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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