Jonathan Broadbent (CRD# 4649531) is an Investment Advisor Representative working at Plan Partners LLC in Newbury, OH and has over 19 years of experience in the finance industry.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 1949220
Tyler-stone Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plan Partners, LLC | Newbury, OH | Oct 2013 - Current | 10 |
| Ifs Securities | Atlanta, GA | Feb 2016 - Feb 2018 | 2 |
| Superior Capital Management LLC | Cleveland, OH | Jul 2016 - Oct 2016 | < 1 |
| Ifs Securities | Atlanta, GA | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- OH
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$650,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH
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