Jonathan
Orman
Hartford Funds
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About this Advisor
Jonathan Orman is a financial advisor based in Mound, Minnesota, working with Hartford Funds. Jonathan has previously held positions at John Hancock Funds, LLC, John Hancock Advisers LLC, Sovereign Asset Management Corp, John Hancock Advisers, LLC, Hartford Funds Management Company, LLC, and Hartford Funds Distributors, LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Pennsylvania. Currently, Jonathan is part of Hartford Funds, which operates out of Mound, Minnesota. The firm has 384 employees and manages assets totaling $128.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Hartford Funds includes asset-based and other fees.
Certifications and Registrations
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Fee Structure
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Hartford Funds Brokerage Details
$128,834,812,996
384
77
$1,673,179,390
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Jonathan Orman Work History
Hartford Funds Management Company, LLC
Hartford Funds Distributors, LLC
John Hancock Advisers, LLC
John Hancock Funds, LLC
John Hancock Advisers LLC
Sovereign Asset Management Corp
Disclosures
Please visit the SEC profile of Jonathan Orman 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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