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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Fellows is a financial advisor with over 20 years of experience in the industry. Jonathon currently works at Fiducient Advisors LLC, where he has been since December 2003. Previously, Jonathon worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc. Jonathon is registered as an Investment Advisor Representative in Illinois and Texas. He is also a Chartered Financial Analyst. At Fiducient Advisors LLC, Jonathon provides investment consulting to individuals and non-profit organizations. Jonathon specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
Investment consulting for individuals and non profit organizations
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.
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IL
01/31/2022 - Present
Fiducient Advisors LLC (CHICAGO IL)
NY
12/07/2000 - 05/09/2001
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
04/20/1994 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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