Jonathan Gehman, financial advisor Harrisburg PA

Jonathan Gehman

CRD Number: 4671218
Current Firm: Conrad Siegel Investment Advisors

Jonathan Gehman (CRD# 4671218) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 20 years of experience in the finance industry.

Similar Advisors
Joseph Adamchak, financial advisor Harrisburg PA
Joseph P. Adamchak
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Jon Adams, financial advisor Harrisburg PA
Jon R. Adams
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Benedetto Agostino, financial advisor Harrisburg PA
Benedetto T. Agostino
CRD# 3244566
Cetera Investment Advisers LLC
Company Name Location Dates Years
Conrad Siegel Investment Advisors, Inc. Harrisburg, PA Jun 2003 - Current 20
Conrad M. Siegel, Inc. Harrisburg, PA Nov 1995 - Current 28
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Jonathan S. Gehman
Phone Number: (717) 652-5633
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    7,775
    MILLIONS
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $8,124,252
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States

CA, FL, LA, MD, NY, PA, TX

Ready to hire a financial advisor? Get competitive proposals from Jonathan Gehman and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.