Jonathan Boldebuck, financial advisor Fayetteville AR

Jonathan Boldebuck

CRD Number: 4362070
Current Firm: Advice And Planning Services

Jonathan Boldebuck (CRD# 4362070) is an Investment Advisor Representative working at Advice And Planning Services in Fayetteville, AR and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Fayetteville, AR Jul 2015 - Current 8
Tiaa-cref Individual & Institutional Services, LLC Fayetteville, AR Jul 2015 - Current 8
Lpl Financial Springdale, AR Jan 2013 - Jul 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Jonathan C. Boldebuck
Phone Number: 212-490-9000
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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, VI, VT, WA, WI, WV, WY

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