Jonathan
Mack

Quadrant Private Wealth Management, LLC

CRD#4173091
Investment Advisor
in Bethlehem, PA

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About this Advisor

Jonathan Mack is a financial advisor based out of Bethlehem, Pennsylvania with 5 years of relevant experience. Mack currently works for Quadrant Private Wealth Management, LLC. Over the course of their career, they have held roles at Quadrant Private Wealth Management, LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc. Mack maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Quadrant Private Wealth Management, LLC is a financial advisory firm that has its headquarters in Bethlehem, PA. It controls $1 billion in total assets between its 2,508 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 2,508 accounts, 33% belong to high-net-worth investors who have at least $1 million in investable assets. Quadrant Private Wealth Management, LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically depend on the financial services. However, fees charged by Quadrant Private Wealth Management, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2 West Market Street
Bethlehem, PA 18018

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Quadrant Private Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,449,060,093

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

16

PA Average: 41
Total Number of Accounts

2,508

PA Average: 3,342
Average Account Size

$577,775

PA 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
  • Selection of other advisers
  • Other

Jonathan Mack Work History

Jonathan has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

Quadrant Private Wealth Management, LLC

2000 - 2014 (14 years)

Merrill Lynch, Pierce, Fenner & Smith, Inc

*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 Jonathan Mack 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 Quadrant Private Wealth Management, LLC

Francis Lawler
Bethlehem, PA
Paul Francis
Bethlehem, PA
Michael Mittl
Bethlehem, PA
Joseph Flannery
Bethlehem, PA
Conor Zellner
Bethlehem, PA
Kori Lannon
Bethlehem, PA
Brian Cort
Bethlehem, PA
Jonathan Mack
Bethlehem, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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