Jonathan Fish (CRD# 6864343) is an Investment Advisor Representative working at Btc Financial Management Company in Bethany, MO and has over 5 years of experience in the finance industry.
CRD# 5282354
Cetera Investment Advisers LLC
CRD# 3023093
Thrivent Investment Management Inc.
CRD# 3149053
Btc Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Btc Financial Management Company | Bethany, MO | Sep 2017 - Current | 6 |
| Citizens Bank Of Newburg | Newburg, MO | Feb 2015 - Jul 2017 | 2 |
| Housekeeping Specialist | Columbia, MO | Sep 2011 - May 2015 | 3 |
| Bb Cafe | Columbia, MO | Sep 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- MO
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts356ACCOUNTS
-
Average Account Value$103,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
MO
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