Jonathan Heines

As Vice President of Advisory Solutions, Jonathan is responsible for business development, product management, relationship management and recruiting. Prior to joining NewEdge Wealth, he held positions at Goldman Sachs, Barclays Capital, and UBS Financial Services, Inc.

Jonathan earned his Bachelor of Arts degree from the University of Maryland, College Park and his Masters of Business Administration from Hofstra University. He maintains his Series 7, 9, 10, 24 and 66 securities licenses and has over 15 years of experience in the industry.

Jonathan is New York born and raised and currently resides in Armonk. In his spare time, he enjoys running, traveling, and playing poker.