COLUMBUS, OH, February 25, 2026 /24-7PressRelease/ -- Jonathan Codispoti has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Codispoti serves as the president of Legacy Wealth Strategies, a firm he launched in 2022. In this capacity, he has demonstrated exceptional leadership in owner-based planning, earning multiple national recognitions, including but not limited to MDRT Top Of The Table, for his expertise in the field. He is particularly proud of building a thriving team at Legacy Wealth Strategies, which now includes three advisors and two staff members, and Mr. Codispoti's commitment to fostering growth and collaboration within his organization stands as a testament to his dedication to professional excellence.
Concurrently, Mr. Codispoti serves as the vice president of growth and development at Lifetime Financial Growth LLC, a position he has held since 2015. In this role, he has helped drive organizational expansion and supported the professional development of colleagues across the firm. From 2015 to 2021, Mr. Codispoti served as the managing director and financial representative at Lifetime Financial Growth LLC, during which time he earned advanced skills in client relations and strategic planning and further established his reputation as a trusted advisor in the industry.
Before progressing to these roles, Mr. Codispoti was a partner at New York Life Insurance Company from 2013 to 2015. His tenure there was marked by significant contributions to business development and client acquisition strategies. Between 2012 and 2013, he excelled as an agent with New York Life Insurance Company, where he provided comprehensive insurance solutions tailored to individual client needs. Additionally, Mr. Codispoti earned critical experience from 2010 to 2012 as the manager of financial services at The Prudential Insurance Company of America under Prudential Financial Inc., overseeing a team of professionals and ensuring high service standards.
Mr. Codispoti initiated his career as a registered representative agent with New England Financial Group in 2007, where he proudly accepted the Rookie of the Year award in 2008 and the New Org Agent of the Year in 2009. He attributes his success to learning through mistakes and to extensive reading and research. Notably, Mr. Codispoti also acknowledges the mentorship of Earl Luttner as a pivotal influence, as Mr. Luttner emphasized the importance of leveraging unique abilities within a team rather than attempting to manage all responsibilities independently.
A passion for academic excellence prompted Mr. Codispoti to complete a bachelor's degree in sports management and business from the School of Health and Human Services at Ohio University in 2007. He has also secured several industry designations that reflect his commitment to continuous learning, including the Series 26 limited principal/supervisory credential from FINRA in 2011, the Series 63 uniform securities agent state law from FINRA in 2009, and the Series 6 investment company products/variable products certification from FINRA in 2007. Additionally, Mr. Codispoti holds accident and health, casualty, life and property certification from the Ohio Department of Insurance, obtained in 2005.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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