Jonathan Webb, financial advisor Hunt Valley MD

Jonathan Webb

CRD Number: 6265692
Current Firm: Lincoln Financial Advisors Corporation

Jonathan Webb (CRD# 6265692) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Hunt Valley, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Hunt Valley, MD May 2021 - Current < 1
Charles Schwab & Company, Inc. Hagerstown, MD Mar 2019 - May 2021 2
Unemployed Hagerstown, MD Jun 2018 - Mar 2019 < 1
Washington College Chestertown, MD Jul 2014 - Jun 2018 3
Unemployed Hagerstown, MD Mar 2014 - Jun 2014 < 1
Edward Jones St Louis, MO Nov 2013 - Mar 2014 < 1
Lazy Susan's Restaurant Lewes, DE May 2013 - Sep 2013 < 1
Washington And Lee University Lexington, VA Jun 2010 - May 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Jonathan L. Webb
Phone Number: 800-237-3813
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    30,687
    MILLIONS
  • Total Number of Accounts
    91,866
    ACCOUNTS
  • Average Account Value
    $334,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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