JC
Jonathan D. Cush
INDEPENDENCE CAPITAL CO.
New Philadelphia, OH 44663
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CRD#: 4663751
JC
Professional summary
Jonathan David Cush, CFP® is a registered financial advisor currently at INDEPENDENCE CAPITAL CO., INC. located in New Philadelphia, Ohio.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jonathan has worked at 3 firms and has passed the SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Agent, Fixed life, annuity, disability, long term care & health insurance, 407 4th Street NW New Philadelphia OH 44663, 06/18/1999, 160 hrs/month, Compensation: Commission. Owner, Horse Breeding, 3149 Curtis Road SE New Philadelphia OH 44663, 01/01/2000, 120 hrs/month, Commission: Sales Proceeds.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Cush's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jonathan David Cush's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
February 5, 2021 - Present
INDEPENDENCE CAPITAL CO., INC.
Office #1: 407 Fourth St. Nw, New Philadelphia, OH 44663Office #2: 407 Fourth St Nw, New Philadelphia, OH 44663RIA
BD
CRD#: 24723
New Philadelphia, OH
Current
February 5, 2021 - Present
INDEPENDENCE CAPITAL CO., INC.
Office #1: 407 Fourth St. Nw, New Philadelphia, OH 44663RIA
BD
CRD#: 24723
New Philadelphia, OH
Past
August 30, 2017 - February 5, 2021
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
NEW PHILADELPHIA, OH
Past
February 1, 2006 - February 5, 2021
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
NEW PHILADELPHIA, OH
Past
May 30, 2003 - December 31, 2005
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Indiana(2/5/2021)
RR
Ohio(2/5/2021)
IAR
Ohio(2/5/2021)
IAR
Pennsylvania(2/5/2021)
Exams
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IC
INDEPENDENCE CAPITAL CO., INC.
INDEPENDENCE CAPITAL CO., INC.
CRD#: 24723 / SEC#: , 8-41331
Arizona
Registered Investment Advisory firm - SEC (10/26/2015 Approved)Florida
Registered Investment Advisory firm - SEC (1/2/2009 Approved)Indiana
Registered Investment Advisory firm - SEC (4/2/2013 Approved)Michigan
Registered Investment Advisory firm - SEC (1/5/2011 Approved)Ohio
Registered Investment Advisory firm - SEC (8/9/1999 Approved)Pennsylvania
Registered Investment Advisory firm - SEC (1/3/2011 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
5579 Pearl Road, Suite 100, Parma, OH 44129
Mailing Address
5579 Pearl Road, Suite 100, Parma, OH 44129
Phone number
(440) 888-7000
Established
Ohio since 04/29/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
41
FINRA licenses (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 295 |
| AUM (Assets Under Management) | $ 99,922,105 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INDEPENDENCE CAPITAL CO., INC.
CRD#: 24723New Philadelphia, OH 44663TRUST BUT VERIFY
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