Jonathan WinslowCRD Number: 5887786
Current Firm: Water Oak Advisors, LLC
Jonathan Winslow (CRD# 5887786) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 5 years of experience in the finance industry. Jonathan Winslow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Water Oak Advisors LLC||Winter Park, FL||Mar 2015 - Current||1|
|Resources Investment Advisors, Inc.||Leawood, KS||Jan 2015 - Mar 2015||< 1|
|Bukaty Companies Financial Services||Winter Park, FL||Jan 2015 - Mar 2015||< 1|
|Independent Financial Partners||Winterpark, FL||Oct 2013 - Mar 2015||1|
|Lpl Financial LLC||Winter Park, FL||May 2011 - Mar 2015||3|
|Triad Advisors||Norcross, GA||Feb 2011 - Mar 2011||< 1|
|Jackson Wealth Management, LLC||Heathrow, FL||Jan 2011 - Mar 2011||< 1|
|Moisand Fitzgerald Tamayo||Maitland, FL||Mar 2005 - Jan 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management1,448MILLIONS
Total Number of Accounts1,597ACCOUNTS
Average Account Value$906,512
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, CA, DC, FL, GA, MA, MD, ME, MI, MN, MS, NC, NE, NJ, OH, PA, SC, TN, TX, UT, VA
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