Jonathan Carpenter (CRD# 6244728) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 10 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Center Valley, PA | Feb 2014 - Current | 10 |
| Capital Planning Wealth Management | Center Valley, PA | Jan 2014 - Current | 10 |
| Lpl Financial LLC | Center Valley, PA | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
PA
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