Broker Check
Jonathan  Massey

Jonathan Massey

President & Holistic Financial Coach Retirement Planning Specialist

Jonathan Massey from his earliest memory has always been passionate; About people and creative vision. This combination of entrepreneurial and artistic spirit has driven him to build a practice focused on advising super-successful Business Visionaries and Creatives.

Jon graduated from Bard College (where he was a two-time qualifier for the NAIA Cross Country National Championship), with a degree in American History, and from the University of Colorado at Boulder with a teaching certification in Secondary Social Studies.

In his early career he was an international account manager for Macmillan Publishing, in conjunction with the United States Information Agency, distributing a multi-media educational program, including a television show, teaching American English around the world.

In 1993, the same year he married his brilliant and beautiful wife Maria, Jon joined his late father, Marvin D. Massey, CLU, in Marvin's nationally acclaimed financial services practice started in 1959. Together they branded as The Massey Group.

In 2012, Jon continued his pursuit of providing a best-in-class financial consulting firm, with a wide array of specialization, by co-founding Envision Strategic Financial, LLC, serving as Managing Director.

And in January of 2020, Jon merged his team with that of his long-time outstanding money manager, Brian Patterson, to form Ascendancy Financial Group. With a deep roster of top professionals and back office staff, Ascendancy provides the highest level of white glove service and expertise in wealth management, insurance, business/group planning and benefits. As President and Financial Coach, Jon brings his clients all the resources needed for creative, visionary planning and execution.

As he nurtures and promotes for his clients, Jon enjoys a variety of interests and pursuits outside of helping lead a firm and coaching his clients. Jon is a lead singer and songwriter. His past band, The Pleasure Kings, for many years played some of the premier live music venues in New York City, including Kenny's Castaways and the Elbow Room. They released an album in 2019.

As a solo artist and with his current band Reason For Being, Jon works mostly in the studio developing music for licensing in films, tv, and for commercial use.

Jon also has an ongoing music history project:
Mapping The DNA of American Music 1600-1959


My professional qualifications are:

Life & Health insurance in various states
FINRA Securities registrations: Series 6, 7, 63, 65

Columbia Certified Holistic Financial Coach

CA Insurance License #0H12747