Jonathan Love, financial advisor Knoxville TN
93 score

Jonathan Love

CRD Number: 5548434
Current Firm: Strategic Advisers, Inc.

Jonathan Love (CRD# 5548434) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Knoxville, TN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Covington, KY May 2008 - Current 8
Edfinancial Services Knoxville, TN Sep 2005 - May 2008 2
Outback Steakhouse Knoxville, TN May 2004 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Jonathan J. Love
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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