Jonathan Hommes (CRD# 7130668) is an Investment Advisor Representative working at Facet in Ardmore, PA and has over 4 years of experience in the finance industry. Jonathan Hommes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet | Baltimore, MD | Jul 2023 - Current | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jun 2019 - Jul 2023 | 4 |
| Mariner Wealth Advisors | Madison, NJ | May 2018 - May 2019 | 1 |
| William Paterson University Of New Jersey | Wayne, NJ | Sep 2017 - May 2019 | 1 |
| William Patterson University Of New Jersey | Wayne, NJ | Jan 2016 - May 2019 | 3 |
| Nj Standard Management | East Rutherford, NJ | Apr 2018 - Aug 2018 | < 1 |
| North Jersey Custom Construction Inc. | Oakland, NJ | Mar 2017 - Mar 2018 | 1 |
| Unemployed | Franklin Lakes, NJ | Aug 2015 - Jan 2016 | < 1 |
| Crystal Lake Beach Club | Oakland, NJ | Jul 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- PA
- TX
-
Total Assets Under Management2,545MILLIONS
-
Total Number of Accounts24,977ACCOUNTS
-
Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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