Jonathan CahillCRD 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.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|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|
Total Assets Under Management1,940MILLIONS
Total Number of Accounts3,907ACCOUNTS
Average Account Value$496,660
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NJ, NY, OH, PA, PR, RI, SC, TN, TX, VA, WI, WV
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