Jonathan
Pearl
Pruco Securities, LLC
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About this Advisor
Jonathan Pearl is a financial advisor based in Marlborough, Massachusetts, with a total of 4 years of relevant experience. Pearl currently works for Pruco Securities, LLC. Throughout their career, they have worked at Perceptral LLC, Edward Jones, Pruco Securities, LLC and Prudential Insurance Company Of America. Pearl maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts and Rhode Island. Pruco Securities, LLC is an advisory business based in Newark, NJ. The investment advisory business has offices in 42 locations and a total of 2,500 people on staff. It handles $14 billion in total assets across its 106,737 customer accounts, placing it among the largest firms in the country by assets under management. Of its 106,737 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely are based on the type of financial services. Fee types billed by Pruco Securities, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$14,029,321,422
2,500
106,737
$131,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jonathan Pearl Work History
Jonathan has been registered as a financial advisor for 4 years.*
Pruco Securities, LLC
Prudential Insurance Company Of America
Edward Jones
Perceptral 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 Pearl 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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