Jonathan Strong, financial advisor Charlotte NC

Jonathan Strong

CRD Number: 6559018
Current Firm: Advice And Planning Services

Jonathan Strong (CRD# 6559018) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Mar 2017 - Current 4
Tiaa Charlotte, NC Mar 2017 - Current 4
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
Unemployed Charlotte, NC May 2013 - Sep 2013 < 1
Appalachian State University Boone, NC Aug 2008 - May 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2016
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Jonathan R. Strong
Phone Number: 212-490-9000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    36,394
    MILLIONS
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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