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Jonathan Craig Brandl

Main Street Financial Solutions, LLC

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About Jonathan Craig Brandl

Jonathan Brandl is a financial advisor with Main Street Financial Solutions, LLC. Jonathan has been a registered representative since 2017 and has experience in the financial services industry since 2008. Jonathan holds the Series 66, Series 7 and SIE securities licenses. Jonathan specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Jonathan is also a Certified Financial Planner (CFP). Jonathan is committed to providing his clients with the highest level of service and expertise.

Firm Information

Jonathan Brandl is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Brandl’s Registration & Firm History

MA

03/31/2020 - Present

Main Street Financial Solutions, LLC (Newton MA)

MA

11/08/2017 - 08/14/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)

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Licenses & Designations

BOTH

Issued 12/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Craig Brandl.
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