Jonathan
Slocum

Sym Financial Advisors

CRD#6384240
Investment Advisor
in Mishawaka, IN

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About this Advisor

Jonathan Slocum is a certified financial planner who works out of Mishawaka, Indiana who has 8 years of industry experience. Slocum is an employee of Sym Financial Advisors. They have spent their complete employment at Sym Financial Advisors. Slocum is able to advise clients in Indiana. Sym Financial Advisors is an advisory company based in Winona Lake, IN. The company has offices in four locations and a total of 67 employees. It handles $3 billion in total assets among its 4,634 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 4,634 customer accounts, 37% are associated with high-net-worth individuals who have at least $1 million in assets. Sym Financial Advisors 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 educational seminars. Fees for financial management typically vary depending on the financial services provided. However, fee types billed by Sym Financial Advisors likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4215 Edison Lakes Parkway Suite 320
Mishawaka, IN 46545

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Sym Financial Advisors Brokerage Details

Total Assets Under Management

$3,330,241,056

IN Average: $1,347,246,178
Total Number of Employees

67

IN Average: 46
Total Number of Accounts

4,634

IN Average: 1,775
Average Account Size

$718,654

IN Average: $759,012

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
  • Educational seminars/workshops

Jonathan Slocum Work History

Jonathan has been registered as a financial advisor for 8 years.*

2012 - Present (12 years)

Sym Financial Advisors

*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 Slocum 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 Sym Financial Advisors

Michelle Hipskind
Winona Lake, IN
Amanda Legler
Indianapolis, IN
Andrew Popenfoose
Fort Wayne, IN
Richard Harrison
Winona Lake, IN
Brian Swinehart
Winona Lake, IN
Gabriella Tucker
Winona Lake, IN
Derek Weed
Indianapolis, IN
Jonathan Slocum
Mishawaka, IN

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.

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