ADVISOR BIO

Jonathan Mackenzie Malone is a financial advisor in Leesburg, Virginia. Jonathan Malone has been in the industry since 2008. Jonathan Malone is currently registered with Centaurus Financial, Inc. Jonathan Malone is also registered with 10 state securities authorities. Jonathan Malone holds the Series 6, Series 63, Series 65 and SIE licenses.

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ADVISOR BIO

Jonathan Vree is an Investment Advisor Representative with Corient, a firm that provides financial planning and investment management services. Jonathan is registered in Illinois and Texas, and has been in the industry since 2007. Jonathan has a Series 65 license, and is specialized in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jonathan has previously worked for Gofen and Glossberg, L.L.C. and CIPW Service Company, LLC. Jonathan is a valuable resource for individuals and organizations seeking investment advice and wealth management services.

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ADVISOR BIO

Jonathan Rushton is a registered Investment Advisor Representative with Corient. Jonathan has been in the financial services industry since 2012. Jonathan is a Series 65 licensed professional. Jonathan has experience in portfolio management and financial planning. Jonathan's firm, Corient, offers a variety of investment advisory services, including portfolio management, financial planning, pension consulting, educational seminars, and market timing services.

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ADVISOR BIO

Jonathan Lacroix is a financial advisor with Cambridge Investment Research Advisors, Inc. Jonathan is a registered representative with FINRA and has been in the financial services industry since 2002. Jonathan holds a Series 7 and Series 66 license and has also passed the SIE exam. Jonathan specializes in retirement planning and investment management. Jonathan is licensed in 14 states and has been actively registered in Michigan since 2009.

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ADVISOR BIO

Jonathan Baker is a Chartered Financial Analyst and has been in the financial industry since 2013. Jonathan currently works at Corient, a firm located in Miami, FL, with branch offices in Itasca, IL. Corient is a well-established investment advisor, with over 1341 clients, including high-net-worth individuals, corporations, and charitable organizations. Jonathan specializes in portfolio management for individuals and businesses, and has experience providing a variety of financial services including financial planning, pension consulting, and market timing services.

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ADVISOR BIO

Jonathan Galen Neher is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Cheyenne, Wyoming. Jonathan has been in the financial services industry since 1998 and holds both Series 63 and 65 licenses. He previously worked for PLANMEMBER SECURITIES CORPORATION in Fort Collins, Colorado. Jonathan specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for both businesses and individuals.

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ADVISOR BIO

Jonathan Grocki is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Jonathan has been working in the financial industry since 2000 and has a wide range of experience in the field. Jonathan holds several licenses, including Series 6, 7, 24, 63, and 66. Jonathan is also a registered investment advisor in Michigan. Jonathan provides a variety of financial services to individuals, businesses, and retirement plans. Jonathan is dedicated to helping clients achieve their financial goals and objectives. Jonathan is based in Mason, Michigan. Jonathan's current firm has an office in Mason, Grand Lodge, and Holt, Michigan. In addition to Cambridge Investment Research Advisors, Inc, Jonathan has previously worked with Securian Financial Services, Inc., and Centennial Financial Services, Inc.

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ADVISOR BIO

Jonathan Marvin is a financial advisor with over 20 years of experience in the industry. Jonathan currently works at Cambridge Investment Research Advisors, Inc. in Concord, NH. Previously, Jonathan worked at Lincoln Financial Securities Corporation in Concord, NH. Jonathan holds the Series 6, 7, 24, 26, and 63 licenses as well as the SIE designation. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Jonathan is a Chartered Financial Consultant and is also a board member at YMCA Camp Coniston and a trustee of the Town of Bow trust funds.

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ADVISOR BIO

Jonathan Penaloza is a registered investment advisor representative with Centaurus Financial, Inc. based in Anaheim, California. Jonathan is a licensed insurance agent and has been in the financial services industry since 2019. Jonathan holds the Series 66, Series 7, and SIE licenses and provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and other financial services to clients.

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ADVISOR BIO

Jonathan Kuniholm has been an active financial professional since August 21, 1994. Jonathan is currently registered with Cambridge Investment Research Advisors, Inc. Jonathan has experience in the financial industry, particularly in the areas of portfolio management, financial planning, and investment advisory services. Jonathan is licensed in 51 states.

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