Forbes
Jonathan Amoia Forbes Profile
Forbes presents a professional profile page for Jonathan Amoia connected with Advocate Wealth and his work in the wealth advisory industry…
Media & Resources
Explore external media coverage, official profiles, regulatory records, community affiliations, and financial insights featuring Jonathan Amoia’s work in private wealth advisory, investment leadership, business, and community service.
Profiles, Regulatory Records & Community Leadership
Professional profiles, public records, leadership listings, community organizations, and earlier coverage featuring Jonathan Amoia.
Jonathan Amoia Linkedin Profile
Jonathan Amoia’s LinkedIn profile provides a professional overview of his career experience, financial-industry background, leadership work, and professional connections…
SEC AdviserInfo / IAPD
IAPD Report of JONATHAN JOSEPH AMOIA
The official IAPD report for Jonathan Joseph Amoia, CRD number 4790697, provides a regulatory summary, qualifications, registration details, and reported employment history…
Buffalo AKG Art Museum
Officers of BUFFALO AKG ART MUSEUM
The Buffalo AKG Art Museum’s Board of Directors page lists Jonathan Amoia as Treasurer among the organization’s officers and also includes him among its directors…
Jonathan Amoia’s Linkedin Post
Jonathan Amoia reflects on the future of financial advice and the honor of contributing to an industry centered on helping clients make informed, long-term decisions…
Aurora Machine
Story About Jonathan Amoias
Aurora Machine explains that brothers Jordan and Jonathan Amoia acquired the company in 2013 with a vision to build a world-class contract metal manufacturing business supported by a growing team and advanced technology…
Charity Navigator
The BISON Children’s Scholarship Fund
Charity Navigator describes the BISON Children’s Scholarship Fund as a privately funded organization that helps low-income Western New York families access private K-12 educational opportunities…
Buffalo Business First
Buffalo’s newest angel investors: Larry Stolzenburg and Jonathan Amoia
Buffalo Business First profiles Larry Stolzenburg and Jonathan Amoia as local investment professionals who provided financial backing to G CLIP and Vader Systems, with the possibility of additional deals…
SUNY New Paltz News
Student newspaper launches online edition by Jonathan Amoia
SUNY New Paltz reported that The Oracle student newspaper would launch an online edition. Student Association President Jonathan Amoia highlighted its potential to keep campus members and prospective students informed…
Buffalo Business First
Meet this year’s 40 Under 40 honorees
Buffalo Business First includes Jonathan Amoia, then identified as a partner and director at Sandhill Investment Management, among its 2016 class of 40 Under 40 honorees…
Financial Advice & Professional Development
Articles exploring technology, Certified Private Wealth Advisor skills, client relationships, retirement planning, and professional development across wealth management.
Tech Times
Jonathan Amoia Discusses How Tech Is Transforming Financial Advice for the Better
Jonathan Amoia discusses how artificial intelligence, big data, automation, digital platforms, and improved access are making wealth advisors more efficient while supporting more personalized financial guidance…
Disrupt Magazine
Jonathan Amoia Highlights the Benefits of Becoming a Certified Private Wealth Advisor
Jonathan Amoia explains how the CPWA designation can deepen expertise in complex planning, investment analysis, estate and tax considerations while helping advisors serve high-net-worth clients more effectively…
CEO Weekly
Jonathan Amoia Discusses Certified Private Wealth Advisor Basics
Jonathan Amoia introduces the CPWA credential and its multidisciplinary approach to wealth accumulation, preservation, distribution, tax planning, estate considerations, and the needs of high-net-worth clients…
The American Reporter
Tech-Savvy and Client-Centric: Jonathan Amoia Shares Industry Tools for Certified Private Wealth Advisors in 2024
This resource highlights how private wealth advisors can use advanced analytics, secure client portals, AI-assisted processes, and cybersecurity practices without losing the human element of financial advice…
Buffalo Business First
Don’t let 2022 slip away without year-end planning by Jonathan Amoia
Buffalo Business First gathered four financial professionals to discuss year-end planning. Jonathan Amoia addressed tax coordination, investment planning, entrepreneurs, retirement transitions, and family communication…
Buffalo Business First
Year-end planning: Button up the year and lay out a plan for 2024 — Table of Experts
Jonathan Amoia joined Buffalo financial and tax professionals to discuss market conditions, year-end positioning, tax-loss harvesting, financial literacy, family wealth, and long-term planning for 2024…
7 Steps to Thriving Leadership in the Face of Coronavirus
Jonathan Amoia presents seven practical leadership steps for navigating the uncertainty created by the coronavirus, emphasizing clear communication, adaptability, resilience, thoughtful decisions, and support for others…
Forbes
Why You’ll Need A Plan For Purpose During Retirement
Jonathan Amoia explains why retirement preparation extends beyond financial calculations and why business owners and executives can benefit from planning for identity, meaningful activity, relationships, and purpose after work…
Economic Insider
Jonathan Amoia Shares How Advisors Can Stay Ahead of Market Shifts
Jonathan Amoia discusses how financial advisors can monitor economic developments, changing client expectations, technology, risk factors, and long-term trends to remain prepared as market conditions evolve…
The Ritz Herald
Jonathan Amoia on How to Choose the Right Certified Private Wealth Advisor for You
Jonathan Amoia outlines considerations for choosing a CPWA, including personal financial goals, relevant experience, fiduciary responsibility, tax and estate knowledge, communication, fee transparency, and personal fit…
Digitals Magazine
Jonathan Amoia on Navigating Unprecedented Times in Financial Markets
Jonathan Amoia examines how investors and advisors can approach unusual financial-market conditions with disciplined research, risk awareness, patience, adaptability, and a focus on long-term portfolio objectives…
Markets Herald
Jonathan Amoia’s Tips for Building and Growing Your Clientele as a Certified Private Wealth Advisor
Jonathan Amoia discusses defining an ideal client, building a professional identity, developing referral relationships, using digital platforms, providing personalized service, and adapting as client expectations change…
Market Commentary & Economic Insights
Commentary covering market cycles, artificial intelligence, inflation, fiscal conditions, global power, portfolio strategy, and structural economic change.
Journalism Online
Jonathan Amoia: We Are Living Through a Great Transformation and Your Portfolio Should Reflect That
Jonathan Amoia examines simultaneous changes affecting global order, labor, artificial intelligence, capital, and the dollar, and considers how these structural shifts may influence long-term portfolio decisions…
JonathanAmoia.co
Historical Transformation & Arista Networks
Jonathan Amoia examines the historical scale of technology-driven change and discusses Arista Networks within the broader development of digital infrastructure, data networks, and artificial-intelligence investment themes…
JonathanAmoia.co
All Clear or Just a Clearing?
Following a sharp market decline and reversal, Jonathan Amoia considers whether conditions have stabilized or reached only a temporary clearing amid tariffs, AI-related labor changes, geopolitical conflicts, and shifting portfolio themes…
Business Times Now
The Gathering Storm: Jonathan Amoia Shares Insights Into Fiscal Reckoning and Market Signals
Jonathan Amoia examines government debt, rising interest costs, global bond-market pressures, stablecoins, fiscal risk, and the investment signals emerging as traditional buyers reassess government borrowing…
Economy Standard
Jonathan Amoia’s Take On Navigating the Economic Landscape
Jonathan Amoia considers the divide between rising financial markets and public unease, focusing on consumer confidence, labor-market conditions, corporate performance, and the value of identifying strong businesses within long-term trends…
Industry Wired
Jonathan Amoia Shares Insights Into Beating the Odds in an Unpredictable Environment
Jonathan Amoia discusses resilient markets, trade-policy consequences, consumer cost pressures, strong corporate performance, and the importance of a patient, research-oriented approach during unpredictable conditions…
CEO Weekly
A Tale of Two Economies: Jonathan Amoia Discusses Liberation and Real Inflation
Jonathan Amoia considers how trade and policy changes, financial-market performance, and everyday price pressures can create sharply different economic experiences for households, businesses, and investors…
Time Bulletin
Jonathan Amoia’s Insights on the Intoxication of Artificial Intelligence
Jonathan Amoia examines how AI has become embedded in daily life, why its convenience is appealing, and how dependency, hidden bias, ethical concerns, misinformation, and digital literacy shape its wider impact…
Pulse Headlines
Jonathan Amoia on Venezuela, the Petrodollar, and American Power
Jonathan Amoia examines an argument connecting developments involving Venezuela with the history of the petrodollar, worldwide demand for the U.S. currency, energy markets, and American financial power…