Jonathon BresnenCRD Number: 6356064
Current Firm: Riverpoint Capital Management, LLC
Jonathon Bresnen (CRD# 6356064) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Management
|Riverpoint Capital Management||Cincinnati, OH||Nov 2013 - Current||4|
|Fifth Third Bank||Cincinnati, OH||Feb 2013 - Nov 2013||< 1|
|Fifth Third Bank||Cincinnati, OH||Jan 2011 - Feb 2013||2|
|Fifth Third Bank||Cincinnati, OH||Oct 2009 - Jan 2011||1|
|Fifth Third Bank||Cincinnati, OH||Sep 2008 - Oct 2009||1|
|Jeffrey Allen Corp.||Cincinnati, OH||Jul 2008 - Sep 2008||< 1|
|Full-time Education||Cincinnati, OH||Jun 2008 - Jul 2008||< 1|
|Jeffrey Allen Corp.||Cincinnati, OH||Jun 2007 - Jun 2008||1|
Total Assets Under Management2,268MILLIONS
Total Number of Accounts2,915ACCOUNTS
Average Account Value$777,957
- A percentage of assets under your management
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT
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.