Jonathon Case (CRD# 7602260) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Clinton, KY and has 1 year of experience in the finance industry.
CRD# 4737203
Lpl Financial LLC
CRD# 5343612
Edward Jones
CRD# 2024985
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwestern Securities Trading Company LLC | East Peoria, IL | Jul 2022 - Current | 1 |
| Clinton Bank | Clinton, KY | Jun 2022 - Current | 1 |
| Fnb | Mayfield, KY | Jul 2019 - Jun 2022 | 2 |
| Murray State University | Murray, KY | Aug 2017 - May 2022 | 4 |
| Cfsb | Benton, KY | Jun 2018 - May 2019 | < 1 |
| Hibbetts | Benton, KY | Aug 2017 - Jun 2018 | < 1 |
| Moors | Gilbertsville, KY | May 2017 - Aug 2017 | < 1 |
| Marshall County High School | Benton, KY | Aug 2013 - May 2017 | 3 |
| Arby's | Draffenville, KY | Jul 2016 - Apr 2017 | < 1 |
| Sonic | Benton, KY | Aug 2015 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- AL
- KY
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Total Assets Under Management1,263MILLIONS
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Total Number of Accounts8,452ACCOUNTS
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Average Account Value$149,433
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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