Jonathan
Bostwick

Allstate Financial Advisors, LLC

CRD#5191994
Investment Advisor
in Ronkonkoma, NY

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About this Advisor

Jonathan Bostwick is a financial advisor operating in Ronkonkoma, New York with 2 years of industry experience. Bostwick is on the advisory team at Allstate Financial Advisors, LLC. During their career, Bostwick has held roles at J.P. Morgan Securities LLC, Danfords Hotel & Marina, Lpl Financial, LLC and Allstate Insurance Co. Bostwick has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Allstate Financial Advisors, LLC is a financial advisory company that has its headquarters in Lincoln, NE. It has offices in 39 locations and a total of 335 employees. It manages $29 million in total assets between its 139 customer accounts, placing it among the smaller firms in the country by assets under management. Allstate Financial Advisors, Llc offers selection of other advisers. Fees for financial advisory services usually vary depending on the financial services offered. Fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

33 Comac Loop Unit 16B3
Ronkonkoma, NY 11779-6859

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

NY Average: $1,978,216,465
Total Number of Employees

335

NY Average: 226
Total Number of Accounts

139

NY Average: 7,467
Average Account Size

$205,173

NY Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Jonathan Bostwick Work History

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

2019 - Present (5 years)

Allstate Insurance Co

2017 - Present (7 years)

Lpl Financial, LLC

2016 - 2020 (4 years)

Danfords Hotel & Marina

2012 - 2017 (5 years)

J.P. Morgan Securities 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 Bostwick 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 Allstate Financial Advisors, LLC

Shannon Wiatrek
Lincoln, NE
Robert Sorensen
Chico, CA
Jamaal Moore
Sugar Land, TX
Trish Le
San Francisco, CA
John Saulpaw
Saint George, UT
Joseph Mcdonough
Las Vegas, NV
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

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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