Jonathan Strong (CRD# 6559018) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 8 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa-cref Individual & Institutional Services, LLC | Charlotte, NC | Mar 2017 - Current | 7 |
Tiaa | Charlotte, NC | Mar 2017 - Current | 7 |
Wells Fargo Clearing Services | Charlotte, NC | Jan 2017 - Mar 2017 | < 1 |
Metlife | Charlotte, NC | Sep 2015 - Oct 2016 | 1 |
Metlife Investors Distribution Company | Charlotte, NC | Sep 2015 - Oct 2016 | 1 |
Hertz Corp. | Charlotte, NC | Oct 2014 - Sep 2015 | < 1 |
The Village Inns Of Blowing Rock | Blowing Rock, NC | Sep 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2016 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- NC
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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