Jonathan
Winkler
Bankers Life Advisory Services, Inc
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About this Advisor
Jonathan Winkler is a financial advisor based out of Brentwood, Tennessee who has 6 years of industry experience. Winkler is an employee of Bankers Life Advisory Services, Inc. Throughout their career, Winkler has worked at Bankers Life, Telstra Business Center, Westpac Banking Corporation and Bankers Life Securities Inc. Winkler maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Bankers Life Advisory Services, Inc is an advisory firm that has its headquarters in Chicago, IL. The company has offices in 136 locations and a total of 363 people on staff. It handles $1 billion in total assets between its 10,292 client accounts, placing it among the bigger firms in the nation by assets under management. The business performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services are offered. However, fees billed by Bankers Life Advisory Services, Inc likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,125,123,822
363
10,292
$109,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonathan Winkler Work History
Jonathan has been registered as a financial advisor for 6 years.*
Bankers Life Securities Inc
Bankers Life
Telstra Business Center
Westpac Banking Corporation
*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 Winkler 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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