Jonathan  Szostek,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan Szostek, CFP®

Scarborough Capital Management

1906 Town Centre Blvd., Ste 260
Annapolis, MD 21401
(410) 573-5700 CONNECT WITH Jonathan
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Jonathan Szostek is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Scarborough Capital Management in Annapolis, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • Other - Chartered Retirement Planning Counselor (CRPC®), Retirement Income Certified Professional® (RICP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Employee Benefits, Government & Military, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Nontraditional Households


Helpful Financial Planning Resources