Jonathan
Mitchen

Hornor, Townsend & Kent, LLC

CRD#6017357
Investment Advisor
in Akron, OH

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About this Advisor

Jonathan Mitchen is a financial advisor based in Akron, Ohio, working with Hornor, Townsend & Kent, LLC. Jonathan has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Insurance Company, Waterloo Local Schools, Northwestern Mutual Wealth Management Company, Chippewa Local Schools, Citizens Bank, Citizens Securities Inc, Hornor Townsend & Kent LLC, and Penn Mutual Life Ins Co. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Ohio, and Texas. Currently, Jonathan is part of Hornor, Townsend & Kent, LLC, which operates out of Akron, Ohio. The firm has 160 offices and 456 employees. The firm manages assets totaling $6.9 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, pension consulting services, and selection of other advisers. The fee structure at Hornor, Townsend & Kent, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

130 Springside Dr Suite 100
Akron, OH 44333

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

OH Average: $15,833,994,310
Total Number of Employees

456

OH Average: 41
Total Number of Accounts

30,467

OH Average: 3,342
Average Account Size

$225,288

OH Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jonathan Mitchen Work History

2020 - Present (4 years)

Hornor Townsend & Kent LLC

2019 - Present (5 years)

Penn Mutual Life Ins Co

2018 - 2019 (1 year)

Citizens Bank

2018 - 2019 (1 year)

Citizens Securities Inc

2016 - 2018 (2 years)

Northwestern Mutual Wealth Management Company

2016 - 2018 (2 years)

Chippewa Local Schools

2015 - 2016 (1 year)

Waterloo Local Schools

2013 - 2018 (5 years)

Northwestern Mutual Investment Services, LLC

2012 - 2018 (6 years)

Northwestern Mutual Life Insurance Insurance Company

Disclosures

Please visit the SEC profile of Jonathan Mitchen 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 Hornor, Townsend & Kent, LLC

John Crowley
South Jordan, UT
Andre Veres
Tucson, AZ
Eric Rhoads
Horsham, PA
Stephan Davis
Nashville, TN
Amy Crookshank
North Haven, CT
Max Leopold
Avon, CT
Jason Delcollo
Wilmington, DE
Kofi Thompson
Richmond, VA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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