Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
4yrs
Jonathan Tomassi
Financial advisor at Star Wealth Advisors
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office225 NE Mizner Blvd Suite 350, Boca Raton, FL 33432
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Star Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowStar Wealth AdvisorsCurrent firm
- Dec 2023 – Nov 2025Eagle Strategies LLCPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Star Wealth Advisors at 888-201-7331 and ask for Jonathan Tomassi. Jonathan works from the Boca Raton, FL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Star Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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