Jonathan McSurdy, financial advisor Doylestown PA

Jonathan McSurdy

CRD Number: 3236154
Current Firm: Axiom Investment Solutions LLC

Jonathan McSurdy (CRD# 3236154) is an Investment Advisor Representative working at Axiom Investment Solutions LLC in Doylestown, PA and has over 24 years of experience in the finance industry. Jonathan McSurdy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Alpha Center For Divorce Mediation Doylestown, PA Apr 2017 - Current 6
Axiom Investment Solutions LLC Doylestown, PA Mar 2015 - Current 9
First Niagara Plymouth Meeting, PA Jan 2011 - Feb 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jonathan P. McSurdy
Phone Number: 267-864-6002
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $517,284
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
Types of Clients
Registered States

PA

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