Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Scott Gehman is an Investment Advisor Representative registered in Pennsylvania and Texas. He is affiliated with Conrad Siegel Investment Advisors, Inc., a firm located in Harrisburg, Pennsylvania. Jonathan has been with the firm since June 2003 and has been in the industry since November 1995. He holds a Series 65 license and specializes in retirement planning, portfolio management for individuals and businesses, and 401(k) participant consulting and educational services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401(k) participant consulting and educational services
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.
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PA
07/22/2005 - Present
Conrad Siegel Investment Advisors (HARRISBURG PA)
IA
Issued 08/29/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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