Jonathon ArmstrongCRD Number: 5980316
Current Firm: Facet Wealth, Inc.
Jonathon Armstrong (CRD# 5980316) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 10 years of experience in the finance industry. Jonathon Armstrong 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.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Facet Wealth||Gilbert, AZ||May 2021 - Current||1|
|Armstrong Financial LLC||Chandler, AZ||Mar 2011 - Current||11|
|Armstrong Financial Planning||Chandler, AZ||Jul 2020 - May 2021||< 1|
|Armstrong Financial LLC||Chandler, AZ||Mar 2011 - May 2021||10|
|Virtue Capital Management||Nashville, TN||Oct 2018 - Apr 2021||2|
|Secured Financial Solutions||Scottsdale, AZ||Jan 2011 - Dec 2019||8|
|Horter Investment Managament, LLC||Cincinnati, OH||Jan 2016 - Oct 2018||2|
|Center Street Advisors||Nashville, TN||Jan 2015 - Dec 2015||< 1|
|Center Street Securities||Nashville, TN||Sep 2011 - Dec 2015||4|
|Brookstone Capital Management||Naperville, IL||Sep 2012 - Jan 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management1,189MILLIONS
Total Number of Accounts13,471ACCOUNTS
Average Account Value$88,294
- 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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