Jonathan Cahill, financial advisor King Of Prussia PA

Jonathan Cahill

CRD Number: 6619783
Current Firm: Girard Advisory Services, LLC

Jonathan Cahill (CRD# 6619783) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 5 years of experience in the finance industry. Jonathan Cahill 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.

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Professional Designations
Company Name Location Dates Years
Girard Advisory Services, Llc F/k/a Girard Partners, Ltd King Of Prussia, PA Aug 2018 - Current 3
Lpl Financial LLC Harleysville, PA Nov 2017 - Jul 2018 < 1
National Planning Corporation Harleysville, PA Sep 2016 - Nov 2017 1
Unemployed Longhorne, PA Jun 2016 - Sep 2016 < 1
The Prudential Insurance Company Of America Dresher, PA Feb 2016 - Jun 2016 < 1
Prudential Annuities Distributors, Inc. Dresher, PA Feb 2016 - Jun 2016 < 1
Mariner Finance Hamilton, NJ May 2015 - Feb 2016 < 1
Full-time Education Doylestown, PA Jan 2006 - Dec 2015 9
Allstate Chalfont, PA Nov 2014 - May 2015 < 1
Shoprite Bensalem, PA Nov 2012 - Feb 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Jonathan F. Cahill
Phone Number: 610-337-7640
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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