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Jonathan Brooks Marston

National Financial Services LLC

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About Jonathan Brooks Marston

Jonathan Marston is a financial professional with experience in the industry since 2018. Jonathan is currently registered with National Financial Services LLC. Jonathan holds the Series 7, Series 99, and Series 66 securities licenses. Jonathan has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of service and expertise. Jonathan is a highly motivated and results-oriented individual with a strong work ethic. Jonathan is committed to providing clients with personalized financial advice and solutions that meet their unique needs.

Firm Information

Jonathan Marston is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jonathan Marston’s Registration & Firm History

RI

06/28/2022 - Present

National Financial Services LLC (SMITHFIELD RI)

MA

02/22/2018 - 05/13/2022

CANTELLA & CO., INC. (Malden MA)

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Licenses & Designations

BC

Issued 05/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Brooks Marston.
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