Jonathan
Fairbanks
Mutual Advisors, LLC
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About this Advisor
Jonathan Fairbanks is a financial advisor who works out of Hartford, Connecticut who has 4 years of relevant experience. Fairbanks is on the advisory team at Mutual Advisors, LLC. Fairbanks has gained experience at Janney Montgomery Scott LLC, Mutual Securities, Inc, Mutual Advisors, LLC and Fairbanks Wealth Management. Fairbanks maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Mutual Advisors, LLC is a financial advisory business that has its headquarters in Casper, WY. The company has offices in 71 locations and a total of 262 financial advisors. It has $5 billion in assets between its 20,842 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 20,842 client accounts, 16% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees usually vary depending on which services are offered. However, fee types billed by Mutual Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jonathan Fairbanks Work History
Jonathan has been registered as a financial advisor for 4 years.*
Fairbanks Wealth Management
Mutual Advisors, LLC
Mutual Securities, Inc
Janney Montgomery Scott LLC
*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 Fairbanks 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 Mutual Advisors, LLC
San Antonio, TX
Camarillo, CA
Morristown, NJ
Vancouver, WA
Saint Louis, MO
Hartford, CT
Cincinnati, OH
San Jose, CA
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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