Jonathan BandyCRD Number: 6979876
Current Firm: Edward Jones
Jonathan Bandy (CRD# 6979876) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 3 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Edward Jones||St.louis, MO||Aug 2019 - Current||3|
|Unemployed||Cary, NC||Dec 2018 - Jul 2019||< 1|
|Td Ameritrade||San Diego, CA||Jun 2018 - Nov 2018||< 1|
|N.c. Governor's Highway Safety Program||Raleigh, NC||May 2015 - Jun 2018||3|
|Trifecta Connections, LLC||Cary, NC||Jul 2011 - Jan 2016||4|
|N.c. Office Of State Human Resources||Raleigh, NC||Nov 2013 - Sep 2014||< 1|
|Fleming's Prime Steakhouse & Wine Bar||Raleigh, NC||Nov 2012 - Jan 2014||1|
|Nc Federation Of Young Republicans||Raleigh, NC||Apr 2009 - Aug 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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