Firm Information
Compensation
Number of Advisors
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Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
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Advisor Information
Office location
602 North Front Street, Wormleysburg, PA, 17043
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is involved in several outside business activities, including serving on the boards or committees of various non-profit organizations, owning rental property, and owning 40% of Stonebridge, which engages in insurance activities and mortgage referrals. He also assigns insurance revenues to Freeman Holdings, Inc. and works through several insurance companies for various insurance products.