Jon Maitz, financial advisor Conshohocken PA

Jon Maitz

CRD Number: 5649049
Current Firm: Hornor, Townsend & Kent, LLC

Jon Maitz (CRD# 5649049) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Conshohocken, PA and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Penn Mutual Life Insurance Company Horsham, PA May 2014 - Current 9
Hornor, Townsend & Kent, Inc. Horsham, PA May 2014 - Current 9
Metlife Securities Inc. Allentown, PA Jun 2012 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for Jon E. Maitz
Phone Number: 215-957-7300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,115
    MILLIONS
  • Total Number of Accounts
    27,773
    ACCOUNTS
  • Average Account Value
    $256,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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