ADVISOR BIO

Jonathan Halltipping has been in the financial services industry since 1980. Jonathan is currently registered with Crocketts LLC, which is based in Reston, VA. Jonathan's prior experience includes working at Westbourne Investments, Inc., Money Management Advisory, Inc., First Potomac Investment Services, Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Jonathan is registered as an Investment Adviser Representative in Virginia. He is also a Series 63, 65, 24, 2, 3, and 7 licensed individual.

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ADVISOR BIO

Jonathan Weatherly is an investment advisor representative at Concord Wealth Partners and Concord Asset Management, LLC, both located in Abingdon, Virginia. Jonathan has been in the financial services industry since 2004. He has a Series 66 license, and Series 7, 24, 28, and 51 principal licenses. Jonathan specializes in providing financial planning services, selection of other advisors, and portfolio management for individuals and businesses.

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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.

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ADVISOR BIO

Jonathan T. Moody is an investment advisor representative with The London Co. Of Virginia in RICHMOND, VA. Jonathan has been in the industry since January 2002. Jonathan holds a Series 7 license and a Series 66 license. Jonathan also has a Chartered Financial Analyst designation. Prior to joining The London Co. Of Virginia, Jonathan worked at First Dominion Capital Corp. and Scott & Stringfellow, Inc.

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ADVISOR BIO

Jonathan Aubrey Stratton is a registered investment advisor representative with Davenport & Co. LLC. Jonathan has been in the industry since April 2006 and has been with Davenport & Co. LLC since May 2004. Jonathan has passed the Series 7, Series 24, Series 4, Series 52TO, Series 66, and Series 14 examinations. Jonathan is registered with the state of Virginia.

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ADVISOR BIO

Jonathan Winston is a financial advisor with Edward Jones. Jonathan has been in the financial services industry since 2016 and has a Series 66, Series 7 and SIE licenses. Jonathan is registered with the state of Virginia and other states. Jonathan is also a Certified Financial Planner. Jonathan offers financial planning services to individuals, businesses, and retirement plans.

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ADVISOR BIO

Jonathan Bailey is an Investment Advisor Representative at SBK Financial, Inc. based in Richmond, Virginia. Jonathan has been in the industry since September 2013 and has a broad range of experience in financial planning and portfolio management. Jonathan is a Certified Financial Planner and provides financial planning services to a diverse client base including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Jonathan specializes in Financial Planning, Retirement Planning, and Tax Preparation and Planning.

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ADVISOR BIO

Jonathan Frederick Finn is an investment advisor representative with Vantage Consulting Group Inc., where he has been employed since June 1995. Jonathan is registered with the state of Virginia and holds the designation of Chartered Financial Analyst. Jonathan specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles. The firm has 13 clients and 7 Investment Adviser Representatives. Vantage Consulting Group Inc. provides advice to endowments, limited partnerships, and pooled investments. The firm also provides trading and accounting services.

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ADVISOR BIO

Jonathan Lindau Ustun is an investment advisor representative, registered with Wells Fargo Clearing Services, LLC. Jonathan has been active in the securities industry for over 26 years. Jonathan is registered in 48 states and the District of Columbia. Jonathan has a Series 63, Series 65, and Series 66 licenses, as well as a Series 7 and SIE license.

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ADVISOR BIO

Jonathan Schubert is a financial advisor with Raymond James Financial Services Advisors, Inc., where he has been since April 2022. Before that, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Jonathan is registered to provide investment advice in 36 states and holds the Series 63, Series 66, Series 7, and SIE exams. Jonathan has over 20 years of experience in the financial services industry, providing a wide range of services to individuals, corporations, and institutions.

SPECIALIZATIONS