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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Thrun is an investment advisor representative with The Colony Group, LLC. Jonathan Thrun has been in the industry since 1994. Jonathan Thrun has passed the Series 6, Series 7, Series 24, Series 55, and Series 63 exams. Jonathan Thrun currently holds registrations for investment advisor representative in Massachusetts. Jonathan Thrun has experience with the following client types: High Net Worth Individuals, Individuals Other Than High Net Worth, Corporations Or Other Businesses, Pension And Profit Sharing Plans, State Or Municipal Government Entities, Charitable Organizations, Pooled Investment Vehicles, and Other Investment Advisers.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
01/03/2012 - Present
THE Colony Group, LLC (BOSTON MA)
MA
07/03/1996 - 12/01/2003
STONE SECURITIES CORPORATION (BOSTON MA)
RI
11/20/1995 - 07/02/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
01/04/1994 - 04/28/1995
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 08/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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