Jonathan Platon

Broker

Jonathan's financial sales career started with Berkshire Equity Sales in 1996 where he received extensive training in Estate and Financial Planning. He then moved to Dean Witter Morgan Stanley where he took coursework and received designations as a Retirement Specialist, Estate Planning Specialist, Restricted Stock Specialist and Options Specialist. He then worked at various broker-dealers before joining Tri-Star Financial in April of 2003. Prior to his investment sales career Jonathan was the founder and owner of a steamship agency with offices in Houston, Texas, Corpus Christi, Texas and New Orleans, Louisiana. He attended Southwest Texas State University, The University of Texas, and Universidad de Literaria de Valencia.