Jonathan Leymaster, financial advisor Omaha NE

Jonathan Leymaster

CRD Number: 5196126
Current Firm: Prudential Financial Planning Services

Jonathan Leymaster (CRD# 5196126) is an Investment Advisor Representative working at Prudential Financial Planning Services in Omaha, NE and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America Omaha, NE Nov 2017 - Current 3
Pruco Securities, LLC Omaha, NE Nov 2017 - Current 3
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2017 - Oct 2017 < 1
Northwestern Mutual Investment Services, LLC Omaha, NE Mar 2007 - Oct 2017 10
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2006 - Oct 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Jonathan A. Leymaster
By the Numbers
  • Total Assets Under Management
    8,719
    MILLIONS
  • Total Number of Accounts
    60,796
    ACCOUNTS
  • Average Account Value
    $143,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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