Jonathan
Mistofsky
Lincoln Investment
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About this Advisor
Jonathan Mistofsky is a financial advisor based in Twinsburg, Ohio, working with Lincoln Investment. Jonathan has previously held positions at Wrp Investments Inc, Sterne Agee Financial Services, Inc, Lincoln Investment Planning LLC, Fna Wealth Management, and Beacon Financial Advisory LLC. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Jonathan is part of Lincoln Investment, which operates out of Twinsburg, Ohio. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 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 institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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 Mistofsky Work History
Beacon Financial Advisory LLC
Lincoln Investment Planning LLC
Fna Wealth Management
Wrp Investments Inc
Sterne Agee Financial Services, Inc
Disclosures
Please visit the SEC profile of Jonathan Mistofsky 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 Lincoln Investment
Glendora, CA
Shippensburg, PA
Winder, GA
Broken Arrow, OK
Brookeville, MD
Ashburn, VA
Fort Washington, PA
Chicago, IL
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