Jonathan Good (CRD# 6265533) is an Investment Advisor Representative working at Turning Point Financial in Camp Hill, PA and has over 6 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Turning Point Financial | Camp Hill, PA | Jul 2023 - Current | < 1 |
Wdc Advisors, LLC | Camp Hill, PA | Jul 2020 - Current | 3 |
Wealth Development Council, LLC | Camp Hill, PA | May 2012 - Current | 11 |
Harvest Investment Services, LLC | Camp Hill, PA | Feb 2018 - Sep 2020 | 2 |
New Cumberland Public Library | New Cumberland, PA | May 2012 - Jan 2019 | 6 |
Harrisburg Area Community College | Harrisburg, PA | Sep 2012 - May 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- PA
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Total Assets Under Management310MILLIONS
-
Total Number of Accounts1,836ACCOUNTS
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Average Account Value$168,849
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, DC, DE, FL, GA, LA, MA, MD, MI, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WV, WY
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