Jonathan Mistofsky (CRD# 6285002) is an Investment Advisor Representative working at Lincoln Investment in Twinsburg, OH and has 1 year of experience in the finance industry.
CRD# 5062672
Lincoln Investment
CRD# 4690465
Key Investment Services LLC
CRD# 5247687
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Financial Advisory LLC | Cleveland, OH | Feb 2021 - Current | 3 |
| Lincoln Investment Planning LLC | Fort Washington, PA | Aug 2016 - Current | 7 |
| Fna Wealth Management | Twinsburg, OH | Jan 2014 - Current | 10 |
| Sterne Agee Financial Services, Inc. | Twinsburg, OH | Sep 2014 - Aug 2016 | 1 |
| Wrp Investments Inc. | Youngstown, OH | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
- OH
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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