Jonathan
Houk
Valmark Advisers, Inc
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About this Advisor
Jonathan Houk is a financial advisor based in Akron, Ohio, working with Valmark Advisers, Inc. Jonathan has previously held positions at J. Henry Enterprises, LLC, Poitinger, Redmond, Lyons, Kura & Company, Valmark Advisers, Inc, and Wealth Impact Advisors, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, Illinois, Indiana, Michigan, New Jersey, Ohio, Pennsylvania, West Virginia, and Wyoming. Currently, Jonathan is part of Valmark Advisers, Inc, which operates out of Akron, Ohio. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion 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 investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jonathan Houk Work History
Wealth Impact Advisors, LLC
Valmark Advisers, Inc
J. Henry Enterprises, LLC
Poitinger, Redmond, Lyons, Kura &Company
Disclosures
Please visit the SEC profile of Jonathan Houk 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 Valmark Advisers, Inc
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Pittsford, NY
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