Jonathan Boone, financial advisor Fuquay Varina NC
90 score

Jonathan Boone

CRD Number: 5919670
Current Firm: Hornor, Townsend & Kent, Inc.

Jonathan Boone (CRD# 5919670) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Fuquay Varina, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Penn Mutual Life Insurance Company Horsham, PA Sep 2012 - Current 4
Hornor, Townsend & Kent, Inc. Horsham, PA Sep 2012 - Current 4
Duke & Duke, Cpas, Pa Fuquay Varina, NC Dec 2006 - Current 10
H.d. Vest Advisory Services Holy Springs, NC Oct 2011 - Aug 2012 < 1
Hd Vest Investment Services Holly Springs, NC May 2011 - Aug 2012 1
East Carolina University Greenville, NC Aug 2007 - May 2010 2
North Carolina State University Raliegh, NC Aug 2003 - May 2007 3
Jrw Masonry Inc. Fuquay Varina, NC May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Jonathan C. Boone
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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