Jonathan
Bath

Brokers International Financial Services, LLC

CRD#5781630
Investment Advisor
in Easton, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jonathan Bath is a financial advisor based in Easton, Pennsylvania, working with Brokers International Financial Services, LLC. Jonathan has previously held positions at Questar Capital Corporation, Stark Financial Group, Packerland Brokerage Services, and Brokers International Financial Services. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jonathan is part of Brokers International Financial Services, LLC, which operates out of Easton, Pennsylvania. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3101 Freemansburg Avenue
Easton, PA 18045

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,000,456,128

PA Average: $9,259,360,772
Total Number of Employees

260

PA Average: 166
Total Number of Accounts

11,566

PA Average: 7,189
Average Account Size

$172,960

PA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jonathan Bath Work History

2020 - Present (4 years)

Brokers International Financial Services

2015 - 2019 (4 years)

Packerland Brokerage Services

2014 - 2015 (1 year)

Questar Capital Corporation

2013 - 2018 (5 years)

Stark Financial Group

Disclosures

Please visit the SEC profile of Jonathan Bath 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 Brokers Financial

David Duggan
Altoona, IA
Theodore Boyes
Fort Lauderdale, FL
Mihailo Jovanovic
Urbandale, IA
Kevin Pearce
Omaha, NE
Nathan Schoenherr
Green Bay, WI
Paul Reidy
Scituate, MA
Jose Amaya Cisneros
Urbandale, IA
Anne Saguisag
Farmington, CT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started