Jonathan Abbuehl, financial advisor Sarasota FL

Jonathan Abbuehl

CRD Number: 6312608
Current Firm: Advice And Planning Services

Jonathan Abbuehl (CRD# 6312608) is an Investment Advisor Representative working at Advice And Planning Services in Sarasota, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Sarasota, FL Aug 2017 - Current 6
Tiaa-cref Individual & Institutional Services, LLC Sarasota, FL Aug 2017 - Current 6
Morgan Stanley Des Moines, IA Aug 2015 - Jul 2017 1
Morgan Stanley Private Bank, National Association New York, NY Aug 2015 - Jul 2017 1
Jp Morgan Securities LLC Boca Raton, FL Mar 2014 - Aug 2015 1
Jp Morgan Chase Bank Boca Raton, FL Mar 2014 - Aug 2015 1
Improv Comedy Club Hollywood, FL Mar 2010 - Dec 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2015
Contact Info for Jonathan D. Abbuehl
Phone Number: 212-490-9000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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