Jonathan
Schearer

Pruco Securities, LLC

CRD#7214813
Investment Advisor
in Minneapolis, MN

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About this Advisor

Jonathan Schearer is a financial advisor working in Minneapolis, Minnesota who has 2 years of industry experience. Schearer works at Pruco Securities, LLC. Their career trajectory has included roles at Pruco Securities, LLC, District 742, Thrombogenics/Quintiles, Independent Medical Sales Representative and Prudential Insurance Company Of America. Schearer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Pruco Securities, LLC is an advisory business based out of Newark, NJ. The investment advisory business has offices in 42 locations and a total of 2,500 advisors. It handles $14 billion in assets under management across its 106,737 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 106,737 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types billed by Pruco Securities, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 S Highway 169 Suite 1000
Minneapolis, MN 55426-0134

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

MN Average: $10,121,009,343
Total Number of Employees

2,500

MN Average: 92
Total Number of Accounts

106,737

MN Average: 6,978
Average Account Size

$131,438

MN Average: $1,450,417

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 Schearer Work History

Jonathan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Prudential Insurance Company Of America

2019 - Present (5 years)

Pruco Securities, LLC

2016 - Present (8 years)

Independent Medical Sales Representative

2014 - 2016 (2 years)

District 742

2012 - 2014 (2 years)

Thrombogenics/Quintiles

*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 Schearer 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 Prudential Financial Planning Services

James Wright
Bellevue, WA
Ellen Goodman
Wakefield, MA
Roy Carrera
Milwaukee, WI
Sheila Gentile
Newark, NJ
Kenneth Mullins
Winter Springs, FL
Oksana Flaks
Brooklyn, NY
Kevin Shelton
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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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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