Jonathan
Alexander

Axa Advisors, LLC

CRD#5809573
Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Jonathan Alexander is a financial advisor based in Bala Cynwyd, Pennsylvania, who has been in the industry for 10 years. Alexander works at Axa Advisors, LLC. Alexander has gained experience at Lincoln Financial, Raymour & Flanigan Furniture and Axa Advisors, LLC. Alexander maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Indiana, Michigan, New Jersey, Ohio, Pennsylvania and Virginia. Axa Advisors, LLC is a business that has its headquarters in Bala Cynwyd, Pennsylvania. The company has offices in 844 locations and a total of 5,930 advisors. It administers $17 billion in assets across its 55,104 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 156 charitable organizations. Of its 55,104 client accounts, 43% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on the type of financial services provided. However, fee types billed by Axa Advisors, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1 Belmont Avenue
Bala Cynwyd, PA 19004

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$17,011,439,927

PA Average: $7,464,549,021
Total Number of Employees

5,930

PA Average: 88
Total Number of Accounts

55,104

PA Average: 3,892
Average Account Size

$308,715

PA Average: $1,917,921

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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
  • Educational seminars/workshops

Jonathan Alexander Work History

Jonathan has 11 years of experience.

2017 - Present (3 years)

Axa Advisors, LLC

2010 - 2017 (7 years)

Lincoln Financial

2009 - 2010 (1 year)

Raymour & Flanigan Furniture

Disclosures

Jonathan Alexander has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axa Advisors, LLC

Roy Morris
Tucson, AZ
Pete Koury
Englewood, CO
Brendan Lubin
Woodbury, NY
Alexander Bianco
Buffalo, NY
Christopher Reese
Golden, CO
Martin Jawor
Secaucus, NJ
David Goettelmann
Charlotte, NC
Megan Sedberry
Charlotte, NC

This content was compiled from the SEC and FINRA.

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