Jonah Kaplan (CRD# 7308873) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2023 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2023 - Current | < 1 |
| Cantella & Company, Inc. | Malden, MA | Jun 2022 - Current | 1 |
| Student | Plymouth, MA | Aug 2012 - Current | 11 |
| Cantella & Company, Inc. | Malden, MA | Sep 2020 - Dec 2021 | 1 |
| Beach Dogz | Plymouth, MA | Jun 2021 - Aug 2021 | < 1 |
| The Dartmouth Group | Bedford, MA | Jun 2020 - Aug 2020 | < 1 |
| The Dartmouth Group | Bedford, MA | Jun 2019 - Aug 2019 | < 1 |
| Rf|binder | Needham, MA | Mar 2019 - May 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- MA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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