Jonathon
Eesley
Windsor Advisory Group, LLC
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About this Advisor
Jonathon Eesley is a financial advisor who works in Columbus, Ohio with 6 years of industry experience. Eesley works at Windsor Advisory Group, LLC. They have been an employee of Windsor Advisory Group, Llc for their whole career. Eesley holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Windsor Advisory Group, LLC is a registered investment business that has its headquarters in Columbus, OH. It manages $2 billion in total assets across its 1,332 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 12 charities and foundations. Of its 1,332 client accounts, 56% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees charged by Windsor Advisory Group, LLC can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Windsor Advisory Group, LLC Brokerage Details
$1,878,988,676
18
1,332
$1,410,652
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Jonathon Eesley Work History
Jonathon has been registered as a financial advisor for 6 years.*
Windsor Advisory Group, 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 Jonathon Eesley 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 Windsor Advisory Group, LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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