Jonathan Scott (CRD# 7864562) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has 1 year of experience in the finance industry.
CRD# 6826987
J.p. Morgan Securities LLC
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 353
Abner Herrman & Brock, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | East Brunswick, NJ | Feb 2024 - Current | < 1 |
Pruco Securities LLC | East Brunswick, NJ | Feb 2024 - Current | < 1 |
Opulent Portfolio LLC | Hopelawn, NJ | Jan 2024 - Current | < 1 |
Humidor Collective Group LLC | Hopelawn, NJ | Aug 2023 - Current | < 1 |
Comparion Insurance Agency A Liberty Mutual Company | Warren, NJ | Aug 2022 - Dec 2023 | 1 |
Liberty Mutual Insurance | Warren, NJ | May 2016 - Aug 2022 | 6 |
Sprint Company | Remote, NJ | May 2012 - Jun 2016 | 4 |
Workforce Opportunity Services | Newark, NJ | Sep 2015 - Dec 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NJ
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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