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Jonathan Paul Bostwick

Allstate Financial Advisors, LLC

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About Jonathan Paul Bostwick

Jonathan Paul Bostwick is a financial advisor in Ronkonkoma, New York. Jonathan has been working in the financial services industry since 2006. Jonathan is currently registered with Allstate Financial Advisors, LLC. Jonathan has also worked for LPL FINANCIAL LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., HSBC SECURITIES (USA) INC. and EDWARD JONES. Jonathan specializes in helping individuals and families plan for retirement, college savings, and other financial goals. Jonathan is also a licensed insurance agent, which means he can help you with a variety of insurance needs.

Firm Information

Jonathan Bostwick is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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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selection of other advisors

Helps you choose top advisors aligned with your 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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other

Third party advisory fees

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Jonathan Bostwick’s Registration & Firm History

NY

04/12/2021 - Present

Allstate Financial Advisors, LLC (Ronkonkoma NY)

NY

07/24/2017 - 08/02/2019

LPL FINANCIAL LLC (PORT JEFFERSON NY)

NY

10/01/2012 - 08/02/2017

J.P. MORGAN SECURITIES LLC (LINDENHURST NY)

NY

07/30/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SELDEN NY)

NY

01/06/2012 - 07/23/2012

HSBC SECURITIES (USA) INC. (BOHEMIA NY)

NY

09/12/2006 - 12/12/2011

EDWARD JONES (PORT JEFFERSON NY)

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Licenses & Designations

BOTH

Issued 09/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Paul Bostwick.
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