Jonathan
Schofield
Bankers Life Advisory Services, Inc
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About this Advisor
Jonathan Schofield is a financial advisor based in Concord, New Hampshire, working with Bankers Life Advisory Services, Inc. Jonathan has previously held positions at Bankers Life And Casualty, Bankers Life Securities, and Bankers Life Advisory Services. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Jonathan is part of Bankers Life Advisory Services, Inc, which operates out of Concord, New Hampshire. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,486,019,075
378
13,089
$113,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonathan Schofield Work History
Bankers Life Advisory Services
Bankers Life Securities
Bankers Life And Casualty
Disclosures
Please visit the SEC profile of Jonathan Schofield 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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The content in this profile was updated by SmartAsset on 6/19/2024. 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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