Jonathan P. Mcsurdy
Professional summary
Jonathan Paul Mcsurdy, CFP®, ChFC®, CLU® is a registered financial advisor currently at AXIOM INVESTMENT SOLUTIONS LLC located in Doylestown, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jonathan has worked at 6 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 6, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Paul Mcsurdy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
May 22, 2015 - Present
AXIOM INVESTMENT SOLUTIONS LLC
October 20, 2008 - December 31, 2010
ARCHSTONE FINANCIAL SERVICES LLC
November 4, 2005 - May 14, 2008
LPL FINANCIAL LLC
January 1, 2004 - November 16, 2005
PNC WEALTH MANAGEMENT LLC
January 1, 2004 - November 16, 2005
PNC WEALTH MANAGEMENT LLC
June 11, 2003 - January 1, 2004
J.J.B. HILLIARD, W.L. LYONS, LLC
October 7, 1999 - January 1, 2004
J.J.B. HILLIARD, W.L. LYONS, LLC
June 28, 1999 - September 22, 1999
PNC BROKERAGE CORP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/22/2015)
Exams
Current Firm
AXIOM INVESTMENT SOLUTIONS LLC
CRD#: 192518 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 160 |
| AUM (Assets Under Management) | $ 47,500,000 |
Red Flags
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