Jonathan McKinzie
CRD Number: 5954282Current Firm: Hornor, Townsend & Kent, LLC
Compensation Model: Both
Jonathan McKinzie (CRD# 5954282) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Camp Hill, PA and has over 5 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hornor Townsend & Kent Inc. | Horsham, PA | Feb 2017 - Current | 7 |
| Penn Mutual Life Insurance | Horsham, PA | Feb 2017 - Current | 7 |
| Metlife Securities | Camp Hill, PA | Jul 2011 - Feb 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- PA
- TX
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Total Assets Under Management6,864MILLIONS
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Total Number of Accounts30,467ACCOUNTS
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Average Account Value$225,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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
Jonathan T. McKinzie LUTCF® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 4905 Tilghman Street, Suite 200, Allentown, PA 18104-9130, Tel: (610) 398-0100
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.
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