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Jonathan Richard Bath

Brokers International Financial Services, LLC

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About Jonathan Richard Bath

Jonathan Bath is a financial advisor with Brokers International Financial Services, LLC. Jonathan has been in the financial services industry since 2011. Jonathan has a Series 7 and Series 66 securities license and holds a SIE certification. Jonathan is registered with the state of Pennsylvania and is also registered as an Investment Advisor Representative (IAR) in the state. In addition to being a financial advisor, Jonathan is also a board member and treasurer of the Nazareth Blue Eagle Education Foundation. Jonathan is a valuable resource for clients who are seeking financial advice and planning.

Firm Information

Jonathan Bath is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Jonathan Bath’s Registration & Firm History

PA

01/02/2020 - Present

Brokers International Financial Services, LLC (Easton PA)

PA

07/24/2015 - 12/31/2019

PACKERLAND BROKERAGE SERVICES, INC. (NAZARETH PA)

PA

05/07/2014 - 04/29/2015

QUESTAR CAPITAL CORPORATION (ALLENTOWN PA)

PA

04/27/2012 - 05/09/2013

PARK AVENUE SECURITIES LLC (BLUE BELL PA)

PA

04/20/2011 - 04/17/2012

OPPENHEIMER & CO. INC. (BETHLEHEM PA)

PA

06/08/2010 - 04/29/2011

MORGAN STANLEY SMITH BARNEY (ALLENTOWN PA)

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Licenses & Designations

BOTH

Issued 07/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Richard Bath.
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