Jonathan
Brimley
Royal Alliance Associates, Inc
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About this Advisor
Jonathan Brimley is a financial advisor operating in Findlay, Ohio with 5 years of industry experience. Brimley works at Royal Alliance Associates, Inc. Over the course of their career, Brimley has held roles at J.P. Morgan Securities LLC, Sycamore Springs Golf Course and Royal Alliance. Brimley maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Indiana, Michigan, Ohio, South Carolina and Texas. Royal Alliance Associates, Inc is a firm that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 advisors. It oversees $30 billion in assets among its 149,233 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 191 charitable organizations. Of its 149,233 accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. Royal Alliance Associates, Inc performs a diverse range 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 depend on the financial services provided. However, fee types charged by Royal Alliance Associates, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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 Brimley Work History
Jonathan has been registered as a financial advisor for 5 years.*
Royal Alliance
Sycamore Springs Golf Course
J.P. Morgan Securities LLC
*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 Brimley 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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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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