Jonathan
Marsh
Mwa Financial Services Inc
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About this Advisor
Jonathan Marsh is a financial advisor based in Corinth, Mississippi, working with Mwa Financial Services Inc. Jonathan has previously held positions at Jonathan Marsh Properties, The Belhaven, John Maxwell Team, Modern Woodmen Of America, and Mwa Financial Services Inc. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama and Mississippi. Currently, Jonathan is part of Mwa Financial Services Inc, which operates out of Corinth, Mississippi. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million 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, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$216,092,715
685
1,432
$150,903
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
Jonathan Marsh Work History
John Maxwell Team
Mwa Financial Services Inc
The Belhaven
Modern Woodmen Of America
Jonathan Marsh Properties
Disclosures
Please visit the SEC profile of Jonathan Marsh 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 Mwa Financial Services, Inc
Ontario, CA
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Cincinnati, OH
Summerville, SC
Asheboro, NC
Mansfield, OH
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