Jonathan Brandt (CRD# 2369122) is an Investment Advisor Representative working at Journey Tree Financial Planning & Investments in Eugene, OR and has over 29 years of experience in the finance industry. Jonathan Brandt 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.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Tree Financial Planning & Investments | Eugene, OR | Oct 2010 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- CA
- FL
- LA
- OR
- TX
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts261ACCOUNTS
-
Average Account Value$339,042
- 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
CA, FL, LA, OR, TX
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