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Jonathan David Herbruck

Valmark Advisers, Inc.

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About Jonathan David Herbruck

Jonathan Herbruck is a financial advisor registered with Valmark Advisers, Inc.. Jonathan has over 32 years of experience in the financial services industry. Jonathan specializes in helping individuals, families, and businesses achieve their financial goals. Jonathan is committed to providing personalized service and building long-term relationships with his clients. He holds the Series 6, 7 and 63 licenses and is a Certified Financial Planner. Jonathan is also a registered Investment Advisor Representative in 13 states.

Firm Information

Jonathan Herbruck is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

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 Herbruck’s Registration & Firm History

OH

12/11/2015 - Present

Valmark Advisers, Inc. (Mentor OH)

NY

04/02/1991 - 11/15/1999

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/01/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jonathan David Herbruck. Review regulatory record here.
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