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Jonathan Lloyd Carpenter

Capital Planning Wealth Management

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About Jonathan Lloyd Carpenter

Jonathan Lloyd Carpenter is a financial advisor with over 10 years of experience in the financial industry. Jonathan is currently registered with Capital Planning Wealth Management and Private Advisor Group, LLC. Jonathan holds the Series 66, Series 7 and SIE licenses. Jonathan has experience in financial planning, investment advice, and wealth management.

Firm Information

Jonathan Carpenter is currently registered with Capital Planning Wealth Management. Capital Planning Wealth Management is a financial advisory firm with a focus on financial planning. The firm has 6 licensed agents, 6 investment adviser representatives, and 8 registered representatives. They offer a range of services to individuals, including financial planning, and have a presence on social media platforms like Facebook, Twitter, and LinkedIn.

Not reported

Assets Under Management

Not reported

Total Clients

6

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.

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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Jonathan Carpenter’s Registration & Firm History

PA

03/26/2014 - Present

Capital Planning Wealth Management (CENTER VALLEY PA)

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Licenses & Designations

BOTH

Issued 01/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Lloyd Carpenter.
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