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Jonathan Edward Boring

Advisors Asset Management, Inc.

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About Jonathan Edward Boring

Jonathan Boring is a financial advisor who has been in the industry since April 1995. Jonathan is currently registered with Advisors Asset Management, Inc. in Georgia and Texas as both a broker-dealer and an investment advisor representative. Jonathan has previously been registered with several other firms including Guggenheim Funds Distributors, LLC, Guggenheim Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Strong Investments, Inc., Citigroup Global Markets Inc., Copeland Equities, Inc., Smith Barney Inc. and Prudential Securities Incorporated.

Firm Information

Jonathan Boring is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

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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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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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

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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percentage of assets

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

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Jonathan Boring’s Registration & Firm History

GA

08/10/2022 - Present

Advisors Asset Management, Inc. (White GA)

GA

11/09/2009 - 08/02/2022

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (White GA)

GA

03/21/2012 - 03/03/2014

GUGGENHEIM DISTRIBUTORS, LLC (MARIETTA GA)

GA

08/16/2004 - 11/09/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

WI

08/05/2003 - 12/09/2003

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

NY

01/08/2001 - 07/30/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

07/10/1996 - 05/12/1999

COPELAND EQUITIES, INC. (SOMERSET NJ)

NY

06/30/1994 - 04/08/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

08/17/1992 - 06/29/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/1995

Series 3 - National Commodity Futures Examination

BC

Issued 08/14/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan Edward Boring.
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