Jonathon Armstrong, financial advisor Chandler AZ
90 score

Jonathon Armstrong

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jonathon E. Armstrong
Phone Number: 513-984-9933
Registered State(s):
  • AZ
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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