Jonathan Boone (CRD# 7518839) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Woods, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Huntington Woods, MI | May 2024 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Huntington Woods, MI | May 2024 - Current | < 1 |
Edward Jones | St Louis, MO | Mar 2022 - Apr 2024 | 2 |
Native Home Property And Investment | Macomb Twp, MI | Feb 2020 - Apr 2024 | 4 |
United Wholesale Mortgage | Pontiac, MI | Jan 2021 - Mar 2022 | 1 |
Shinola | Auburn Hills, MI | Nov 2020 - Jan 2021 | < 1 |
Lockton | Birmingham, MI | Jun 2020 - Aug 2020 | < 1 |
General Motors | Hamtramck, MI | Jan 2020 - Mar 2020 | < 1 |
Syllabus | Warren, MI | Jan 2019 - Dec 2019 | < 1 |
Unemployed | Clinton Twp, MI | Jan 2017 - Dec 2018 | 1 |
Banza Pasta | Detroit, MI | Jan 2016 - Dec 2016 | < 1 |
United States Marine Corps | Clinton Twp, MI | Feb 2009 - Dec 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MI
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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