Jonathan Boone (CRD# 7518839) is an Investment Advisor Representative working at Edward Jones in Lake Orion, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Mar 2022 - Current | 2 |
| United Wholesale Mortgage | Pontiac, MI | Jan 2011 - Mar 2022 | 11 |
| Native Home Property And Investment | Macomb Twp, MI | Jan 2020 - Feb 2022 | 2 |
| Full Time Student | Detroit, MI | Jan 2016 - Jan 2021 | 5 |
| Shinola | Auburn Hills, MI | Nov 2020 - Dec 2020 | < 1 |
| Lockton | Birmingham, MI | Jun 2020 - Aug 2020 | < 1 |
| General Motors | Hamtramck, MI | Jan 2020 - Mar 2020 | < 1 |
| Syllabus | Warren, MI | Jan 2019 - Dec 2019 | < 1 |
| Unemployed | Clinton Twp, MI | Jan 2018 - Dec 2018 | < 1 |
| Banza Pasta | Detroit, MI | Feb 2017 - Dec 2017 | < 1 |
| Unemployed | Clinton Twp, MI | Jan 2017 - Dec 2017 | < 1 |
| United States Marine Corps | Clinton Twp, MI | Feb 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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