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Jonathan Hunter Bodwell

Southland Equity Partners, LLC

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About Jonathan Hunter Bodwell

Jonathan Bodwell is a financial advisor with Southland Equity Partners, LLC. Jonathan has been in the financial services industry since 2003 and holds a Series 6, Series 63, and Series 65 license. Jonathan specializes in providing financial planning and portfolio management services to individuals and businesses. Jonathan also has a strong background in insurance and has worked as an insurance agent since 1989. Jonathan has worked at FSC Securities Corporation and ING Financial Partners, Inc. in the past.

Firm Information

Jonathan Bodwell is currently registered with Southland Equity Partners, LLC. Southland Equity Partners, LLC is an investment advisor based in , with approximately $636,443,384 in regulatory assets under management. The firm provides portfolio management for individuals and other advisory services including financial planning, consulting services, and selection of other advisors. The firm has a total of 2714 accounts, including 2611 discretionary accounts. The firm primarily serves individuals other than high-net-worth individuals, with 2709 clients and $564,125,438 in assets under management, and high-net-worth individuals, with 8 clients and $72,317,946 in assets under management.

$636.44M

Assets Under Management

12

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

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 Bodwell’s Registration & Firm History

WV

09/10/2015 - Present

Southland Equity Partners, LLC (MARTINGSBURG WV)

WV

12/14/2007 - 11/16/2017

FSC SECURITIES CORPORATION (MARTINSBURG WV)

WV

08/12/2005 - 12/12/2007

ING FINANCIAL PARTNERS, INC. (MARTINSBURG WV)

OH

10/09/2003 - 08/11/2005

NATIONWIDE SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 02/22/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jonathan Hunter Bodwell. Review regulatory record here.
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