Jonathon ArmstrongCRD Number: 5980316
Current Firm: Horter Investment Management, LLC
Jonathon Armstrong (CRD# 5980316) is an Investment Advisor Representative working at Horter Investment Management, LLC in Chandler, AZ and has over 4 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Horter Investment Managament, LLC||Cincinnati, OH||Jan 2016 - Current||< 1|
|Armstrong Financial LLC||Chandler, AZ||Mar 2011 - Current||5|
|Secured Financial Solutions||Scottsdale, AZ||Jan 2011 - Current||5|
|Center Street Advisors, Inc.||Nashville, TN||Jan 2015 - Dec 2015||< 1|
|Center Street Securities||Nashville, TN||Sep 2011 - Dec 2015||4|
|Brookstone Capital Management||Wheaton, IL||Sep 2012 - Jan 2015||2|
|Enterprise Rent A Car||Northbrook, IL||May 2007 - Dec 2010||3|
|Target||Gurnee, IL||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management1,016MILLIONS
Total Number of Accounts13,925ACCOUNTS
Average Account Value$72,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.