Jonathan
Amick
Townsend
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About this Advisor
Jonathan Amick is a certified financial planner who works in Denver, Colorado, with a total of 4 years of relevant experience. Amick is currently employed by Townsend. Over the course of their career, Amick has held roles at Zions Bancorporation, Jonny Moneyseed, LLC, Securities America, Inc and Townsend & Associates, Inc. Amick maintains a Series 63 license, certifying them as a securities agent, and can serve investors in Colorado. Townsend is a financial advisory company that has its headquarters in Denver, CO. The firm has a total of 29 financial advisors. It has $991 million in assets under management across its 3,357 customer accounts, making it one of the larger firms in the country by assets under management. Of its 3,357 accounts, 34% are held by high-net-worth clients who have at least $1 million in assets. Townsend has a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial advisory services are based on which services are provided. However, fees charged by Townsend most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsend Brokerage Details
$991,009,796
29
3,357
$295,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Amick Work History
Jonathan has been registered as a financial advisor for 4 years.*
Securities America, Inc
Townsend & Associates, Inc
Townsend & Associates, Inc
Jonny Moneyseed, LLC
Zions Bancorporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Amick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Townsend
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
