Firm Information
Compensation
Number of Advisors
Number of Clients
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.
Areas of Practice
Advisor Information
Office location
2761 W 120th Ave Ste 200, Westminster, CO, 80234-2980
Get directionsRegulatory History
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.
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Jonathan works full-time as a financial planner at Townsend Retirement Specialists, assisting advisors with retirement plans, research, trading, and investment committee duties. He also dedicates minimal time to handyman/rideshare services through Jonny Moneyseed, LLC, and to being a landlord through Cairn Holdings, LLC.