Unclaimed
Jonathan Bradley is a financial advisor in MARYSVILLE, OH. Jonathan has been in the industry since December 2009. He is currently registered with J.P. Morgan Securities LLC, and previously worked at THE HUNTINGTON INVESTMENT COMPANY. Jonathan holds the Series 6 and SIE licenses. Jonathan offers financial planning, pension consulting, and selection of other advisors. Jonathan primarily works with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
01/09/2020 - Present
J.p. Morgan Securities LLC (MARYSVILLE OH)
OH
11/23/2009 - 12/03/2019
THE HUNTINGTON INVESTMENT COMPANY (HILLIARD OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Bradley is the right advisor for you? Invested Better is here to help.