Jay M. Schonfeld, JD, CLU, CLTC
Chartered Financial Consultant
216.295.0945
216.295.0961
jay.schonfeld@lpl.com
After graduating from the University of Wisconsin-Madison with a BBA degree in Risk Management and Insurance, Jay enrolled in the Case-Western Reserve University School of Law, from which he graduated with a JD degree. He was admitted to the Ohio Bar in 1970. While attending law school on a full time basis, Jay also started a career with the Massachusetts Mutual Life Insurance Company. During his 38 years with MassMutual he held a number of positions including pension specialist and director of advanced underwriting. He was also district manager of the largest district office of the Cleveland agency.
In 2004 Jay left MassMutual and joined Linsco/Private Ledger (now LPL Financial). At LPL he has concentrated on helping his clients with comprehensive financial planning, with an emphasis on pre and post retirement planning. In 2010 his son Jonathan moved from Chicago to join the practice. Together they have formed Schonfeld Financial Services, and represent the third and fourth generations of Schonfelds in the financial services industry in Northeast Ohio.
Jay M. Schonfeld, JD, CLU, CLTC
Chartered Financial Consultant
216.295.0945
216.295.0961
jay.schonfeld@lpl.com
After graduating from the University of Wisconsin-Madison with a BBA degree in Risk Management and Insurance, Jay enrolled in the Case-Western Reserve University School of Law, from which he graduated with a JD degree. He was admitted to the Ohio Bar in 1970. While attending law school on a full time basis, Jay also started a career with the Massachusetts Mutual Life Insurance Company. During his 38 years with MassMutual he held a number of positions including pension specialist and director of advanced underwriting. He was also district manager of the largest district office of the Cleveland agency.
In 2004 Jay left MassMutual and joined Linsco/Private Ledger (now LPL Financial). At LPL he has concentrated on helping his clients with comprehensive financial planning, with an emphasis on pre and post retirement planning. In 2010 his son Jonathan moved from Chicago to join the practice. Together they have formed Schonfeld Financial Services, and represent the third and fourth generations of Schonfelds in the financial services industry in Northeast Ohio.