ADVISOR BIO

Jonathan Nathaniel Chasen is a financial professional with over 20 years of experience in the industry. Jonathan is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions at BANC OF AMERICA INVESTMENT SERVICES, INC. Jonathan has a strong background in financial planning and investment management, and holds the Certified Financial Planner and Chartered Financial Consultant designations. Jonathan is dedicated to helping clients achieve their financial goals and has a reputation for providing personalized service. Jonathan is also actively involved in the community, serving on the board of the Charlottesville Economic Development Authority. Jonathan is a Series 7, Series 63, and Series 66 licensed professional. Jonathan holds registrations in 32 states for securities and 2 for investment advisory services.

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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 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 Bjoring is a financial advisor with Truist Advisory Services, Inc. with over 23 years of experience in the financial services industry. Jonathan specializes in providing portfolio management for businesses and individuals, as well as financial planning services. Jonathan is registered to provide investment advice in 27 states, including Texas, Virginia and California.

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ADVISOR BIO

Jonathan Maula is an investment advisor representative at Castle Hill Capital, located in Gainesville, VA. Jonathan is a registered Investment Advisor in Pennsylvania and Virginia. Jonathan has been in the industry since 2011 and has a Series 65 license. Prior to joining Castle Hill Capital, Jonathan was employed at T3 Trading Group, LLC, SMB Capital Management, LLC, and Smay Investments Ltd. Jonathan specializes in providing financial planning, pension consulting, and portfolio management for individuals.

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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 Glorioso Sterlin is a financial advisor registered with J.p. Morgan Securities LLC. Jonathan has been in the industry since 2015 and has a strong background in investment banking. Jonathan holds the Series 79, SIE and Series 63 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and in 53 states. Jonathan's primary area of focus is providing investment advice to high-net-worth individuals, corporations and pension and profit sharing plans. Jonathan has access to the resources of J.p. Morgan Securities LLC, which has over $50 billion in assets under management.

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ADVISOR BIO

Jonathan Jones is a financial advisor at LPL Financial LLC. Jonathan has been in the financial services industry since 2006 and holds Series 6, 7, 63, and 65 licenses. Jonathan currently provides services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jonathan has a history of working with MML Investors Services, LLC in Virginia Beach, VA.

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ADVISOR BIO

Jonathan Epler is a financial advisor at Edward Jones. Jonathan has been in the financial services industry since 2014. Jonathan is licensed in 16 states, including Texas, Virginia and Washington. Jonathan has a Series 7 and Series 63 license, and has passed the SIE and Series 65 exams. Jonathan specializes in providing financial planning, portfolio management and selection of other advisors. Jonathan has experience working with individuals, businesses, partnerships, investment clubs and limited liability companies. Jonathan's focus is on helping clients achieve their financial goals through customized financial strategies.

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ADVISOR BIO

Jonathan Miles Headley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 1983. Jonathan has worked at several financial institutions including NationsSecurities, NationsBanc Securities, Inc., and Sovran Investment Corporation. Jonathan is licensed to provide investment advice in multiple states and is qualified to provide financial and investment advice to individuals, corporations, charitable organizations, and pension plans. Jonathan also has a long history of advising clients in the insurance and banking industry sectors.

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