Jonathan
Leman
Commonwealth Financial Network
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About this Advisor
Jonathan Leman is a financial advisor based in Fort Wayne, Indiana, working with Commonwealth Financial Network. Jonathan has previously held positions at Leman Financial Advisors, Inc, Leman Financial Services, Inc, Commonwealth Equity Services, Inc, and Momentum Wealth. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Jonathan is part of Commonwealth Financial Network, which operates out of Fort Wayne, Indiana. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Leman Work History
Momentum Wealth
Leman Financial Advisors, Inc
Commonwealth Equity Services, Inc
Leman Financial Services, Inc
Disclosures
Please visit the SEC profile of Jonathan Leman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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