Alan Bernard Jonas Edit Profile
Bachelor, Brooklyn College, 1957. Master of Arts, New York University, 1958.
Registered representative Merrill Lynch & Company, Oakland, California, 1968-1974, Finance Planners Equity Corporation, San Rafael, 1981—1988, Finance Network Investment Corporation, San Rafael, 1990—1995, Royal Alliance Associates Inc., San Francisco, San Rafael, 1995—2003, Contemporary Finance Solutions, 2003—2006, Walnut St. Securities, 2007—2008. Investment specialist Sutro & Company, San Francisco, Santa Rosa, California, 1974-1981. President Finance Associates Inc., San Rafael, Santa Rosa, 1981-1983, Finance Store Inc., Santa Rosa, 1983—1988.
Chairman The Finance Store Inc., 1988—1989. Director marketing Paul Revere Insurance Group, San Francisco, 1990-1995. Expert member long-term care Royal Alliance Associates, Inc., 1995-2003.
Chairman membership committee Oakland Museum Association, 1972-1976, board directors, 1972-1976. President Meals for Millions Foundation, Marin County, California, 1966-1968. Member Institute Certified Fire Protection specialist, International Association Finance Planning (director-at-large), StateBar California (associate estate planning, trust and probate law section).
Married Felice Joyce Cohen, June 18, 1957. Children: Mindy Cara, Lauren Kay, Corinne Merrill.