Jonathan Bodwell (CRD# 4715199) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Martinsburg, WV and has over 20 years of experience in the finance industry.
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 5431528
Equitable Advisors, LLC
CRD# 6670800
Amj Financial Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fsc Securities Corporation | Martinsburg, WV | Dec 2007 - Current | 16 |
| Hunter Enterproses | Falling Waters, WV | Jan 1989 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WV
-
Total Assets Under Management636MILLIONS
-
Total Number of Accounts2,714ACCOUNTS
-
Average Account Value$234,504
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, HI, ID, KY, MO, NC, NY, OH, TN, VA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.