Jonathan Ball (CRD# 5247870) is an Investment Advisor Representative working at Intrinsic Asset LLC in Lantana, FL and has over 7 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intrinsic Asset LLC | Palm Beach Gardens, FL | Aug 2016 - Current | 7 |
| Intrinsic Asset LLC | Palm Beach Gardens, FL | Aug 2016 - Current | 7 |
| Self Employed | Palm Beach Gardens, FL | Dec 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- FL
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Total Assets Under Management2MILLIONS
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Total Number of Accounts3ACCOUNTS
-
Average Account Value$708,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL
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