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Jonathan Michael Ackerhalt

Foreside Fund Services, LLC

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About Jonathan Michael Ackerhalt

Jonathan Michael Ackerhalt is a financial advisor with Foreside Fund Services, LLC, a company that offers fund administration services. Jonathan began his career in the financial industry in 2007 and has a wide range of experience. He has earned numerous licenses and registrations, including the Series 7, 24, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and is active in 53 states.

Firm Information

Jonathan Ackerhalt is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Jonathan Ackerhalt’s Registration & Firm History

CT

03/14/2017 - Present

Foreside Fund Services, LLC (Westport CT)

IL

02/19/2007 - 06/15/2015

FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)

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Licenses & Designations

BOTH

Issued 02/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Michael Ackerhalt.
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