Jonathan HoukCRD Number: 5542537
Current Firm: Valmark Advisers, Inc.
Jonathan Houk (CRD# 5542537) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fairlawn, OH and has over 6 years of experience in the finance industry. Jonathan Houk 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.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Valmark Advisers, Inc.||Akron, OH||Mar 2012 - Current||4|
|Poitinger, Redmond, Lyons, Kura &company||Fairlawn, OH||Aug 2009 - Current||7|
|J. Henry Enterprises, LLC||Fairlawn, OH||Oct 2006 - Current||10|
|Valmark Securities||Fairlawn, OH||Jun 2008 - Aug 2009||1|
|University Of Akron||Akron, OH||Aug 2005 - May 2009||3|
|Zeroka Concrete||Akron, OH||Jul 2005 - Aug 2007||2|
|Copley High School||Copley, OH||May 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV