Jonathan Bostwick, financial advisor Ronkonkoma NY

Jonathan Bostwick

CRD Number: 5191994
Current Firm: Allstate Financial Advisors, LLC

Jonathan Bostwick (CRD# 5191994) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Ronkonkoma, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Hauppauge, NY Jul 2019 - Current 4
Lpl Financial, LLC Port Jefferson, NY Jul 2017 - Current 6
Danfords Hotel & Marina Port Jefferson, NY Mar 2016 - Aug 2020 4
J.p. Morgan Securities LLC Copiague, NY Oct 2012 - Jul 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Jonathan P. Bostwick
Phone Number: 877-232-2142
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $205,173
Compensation Options
  • Other
Advisory Services Offered
  • 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, 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, WA, WI, WV, WY

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