ADVISOR BIO

Jonathan W. Letchworth is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the financial industry since June 18, 2024. Jonathan holds the Series 7TO and the SIE securities licenses. Jonathan specializes in portfolio management for individuals and businesses, as well as pension consulting. Jonathan's office is located at 1705 ENTERPRISE DR, LYNCHBURG, VA 24502.

SPECIALIZATIONS

ADVISOR BIO

Jonathan Nicholas Hollie is a registered investment advisor representative associated with First Citizens Investor Services, Inc. Jonathan has been in the industry since June 2008 and currently holds active registrations in Alabama, Florida, Maryland, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia. Jonathan also has an active investment advisor representative registration in Virginia. Jonathan currently works out of the Danville, VA office.

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ADVISOR BIO

Jonathan Richard Ferrell is a financial advisor with LPL Financial LLC. Jonathan has been in the financial industry for over 20 years and is registered with the state of Virginia. Jonathan has a wide range of experience in the financial services industry, including working with Wells Fargo Clearing Services, LLC, BB&T Investment Services, Inc., and INFINEX INVESTMENTS, INC. Jonathan is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Jonathan D'alton Thibodeaux is a financial advisor registered with Oppenheimer & Co. Inc. and has been in the industry since February 24, 2000. Jonathan has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Capitol Securities Management, Inc. Jonathan holds Series 63, 65, 7, and SIE licenses. Jonathan is registered in California, Delaware, Florida, Maryland, North Carolina, Pennsylvania, and Virginia. Jonathan is a specialist in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Jonathan Germano is a financial advisor with Fidelity Personal and Workplace Advisors. Jonathan has been in the financial industry for over nine years and has a strong track record of providing personalized financial advice to clients. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and has a deep understanding of investment strategies, retirement planning, and estate planning. Jonathan is committed to helping clients achieve their financial goals. Jonathan works with a variety of clients, including individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Jonathan Muhlendorf is a financial advisor with over 20 years of experience in the financial services industry. He has been with Osaic FA, Inc. since March of 2002, and holds licenses in several states, including Georgia, New Jersey, North Carolina, Pennsylvania, Texas, and Virginia. His expertise spans several areas, including investment planning, retirement planning, and portfolio management. Jonathan is also a Certified Financial Planner, and he offers a range of services to individual and business clients. His approach is focused on building long-term relationships with clients and helping them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jonathan Andrew Owens is a financial advisor with Commonwealth Financial Network. Jonathan has been in the financial industry since February 27, 1992. Jonathan is a registered representative and investment advisor in Virginia. Jonathan has also passed Series 63 and Series 65 exams and other exams relating to securities and investment advisory services. Jonathan holds licenses in many states including California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Minnesota, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, West Virginia, and Wisconsin. Jonathan's previous work experience includes Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jonathan also specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

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ADVISOR BIO

Jonathan Landon Olsen is a financial advisor who is currently registered with Edward Jones. Jonathan has been in the industry for over ten years. Jonathan has a strong background in the financial services industry. Jonathan has also worked in the political and non-profit sectors. Jonathan is registered with several states, including California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Michigan, New Mexico, North Carolina, Oklahoma, South Carolina, Texas, Virginia, Washington, and West Virginia.

SPECIALIZATIONS

ADVISOR BIO

Jonathan Kennedy is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Jonathan has been in the securities industry since October 2002. Jonathan is registered in California, Georgia, Maryland, Missouri, New Jersey, North Carolina, Pennsylvania, Tennessee, Texas and Virginia. Jonathan specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Jonathan Thomas is an active investment advisor representative with RBC Capital Markets, LLC. Jonathan has been in the industry since March 10, 2013 and has a diverse background with prior experience at Truist Investment Services, Inc., BB&T Securities, LLC and BB&T Investment Services, Inc.. Jonathan is registered in 43 states and the District of Columbia as a broker-dealer and investment advisor representative. Jonathan is a Certified Financial Planner and holds a Series 6, 7 and 66 securities licenses, as well as a Series 63 license. Jonathan works with a variety of clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Jonathan specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS