Jonathan
Farrell
Commonwealth Financial Network
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About this Advisor
Jonathan Farrell is a financial advisor based in Brentwood, Tennessee, working with Commonwealth Financial Network. Jonathan has previously held positions at John Hancock, John Hancock Distributors LLC, Manulife Asset Management (Us) LLC, Acuff & Associates, Kestra Financial, Inc, Lincoln Financial, Commonwealth Financial Network, and Flautt Financial LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Jonathan is part of Commonwealth Financial Network, which operates out of Brentwood, Tennessee. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Farrell Work History
Commonwealth Financial Network
Flautt Financial LLC
Lincoln Financial
Kestra Financial, Inc
Acuff & Associates
Manulife Asset Management (Us) LLC
John Hancock
John Hancock Distributors LLC
Disclosures
Please visit the SEC profile of Jonathan Farrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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