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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cheverie is a financial advisor with Hornor, Townsend & Kent, LLC. Jonathan has been in the industry since 2009 and has a strong track record of success. Jonathan is committed to providing personalized financial advice to help clients reach their financial goals. Jonathan holds the Series 6, Series 63, and SIE licenses. Jonathan specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Jonathan is a trusted advisor to clients in the Horsham, PA area.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
11/02/2023 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
IN
09/11/2023 - 11/06/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CO
04/04/2022 - 04/19/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CT
12/04/2014 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Hartford CT)
PA
03/02/2011 - 12/03/2014
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
11/11/2008 - 09/29/2010
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 04/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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