Jonathan Hylton (CRD# 4048248) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Aurora & Saint Charles, IL and has over 16 years of experience in the finance industry. Jonathan Hylton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower Advisors | Chicago, IL | Dec 2021 - Current | 2 |
Clear Perspective Advisors | Aurora, IL | Jul 2011 - Dec 2021 | 10 |
Ausdal Financial Partners, Inc. | Davenport, IA | Jul 2011 - Dec 2021 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2000 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- IL
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Total Assets Under Management130,239MILLIONS
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Total Number of Accounts178,256ACCOUNTS
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Average Account Value$730,631
- 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)
- Other
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, VT, WA, WI, WV, WY
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Securities offered through Ausdal Financial Partners Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA. 52801 563-326-2064 ausdal.com. Clear Perspective Advisors and Ausdal Financial Partners are separately owned and operated companies.
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