Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mitchen is a financial advisor registered with Hornor, Townsend & Kent, LLC, located in Conshohocken, Pennsylvania. Jonathan has been in the industry since 2013 and holds a Series 6, 7, 63, and 65 license. Jonathan has experience working with a range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
OH
06/23/2022 - Present
Hornor, Townsend & Kent, LLC (AKRON OH)
OH
11/14/2018 - 12/23/2019
CITIZENS SECURITIES, INC. (FAIRLAWN OH)
OH
07/11/2013 - 11/13/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CANTON OH)
IA
Issued 12/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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