JB
Jonathan H. Bodwell
SOUTHLAND EQUITY PARTNERS.
MARTINGSBURG, WV 25401
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CRD#: 4715199
JB
Professional summary
Jonathan Hunter Bodwell is a registered financial advisor currently at SOUTHLAND EQUITY PARTNERS, LLC. located in Martingsburg, West Virginia.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
1) BODWELL FINANCIAL; INSURANCE; LIFE, HEALTH, DISABILITY, ANNUITIES, AND LTC DBA HUNTER ENTERPRISES, J.H. BODWELL & ASSOCIATES 2) SOUTHLAND EQUITY PARTNERS, LLC; POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/13/2015 ADDRESS: 311 South Raleigh St, Martinsburg WV 25401 DESCRIPTION: Advisory Services
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Hunter Bodwell'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®
NoneExperience
Current
September 10, 2015 - Present
SOUTHLAND EQUITY PARTNERS, LLC.
Office #1: 311 South Raleigh St, Martingsburg, WV 25401RIA
CRD#: 154481
MARTINGSBURG, WV
Past
December 14, 2007 - November 16, 2017
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
MARTINSBURG, WV
Past
December 14, 2007 - November 16, 2017
FSC SECURITIES CORPORATION
BD
CRD#: 7461
MARTINSBURG, WV
Past
March 13, 2007 - December 12, 2007
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
MARTINSBURG, WV
Past
August 12, 2005 - December 12, 2007
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
MARTINSBURG, WV
Past
October 9, 2003 - August 11, 2005
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
COLUMBUS, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SE
SOUTHLAND EQUITY PARTNERS, LLC.
BODWELL FINANCIAL | WESTERN RESERVE CAPITAL MANAGEMENT | WEALTH STRATEGIES, LLC | TCP WEALTH MANAGEMENT | SOUTHLAND EQUITY PARTNERS, LLC. | SOUTHLAND EQUITY PARTNERS | RIDLEY WEALTH STRATEGIES | PORTICO GROUP | LONG FINANCIAL SERVICES | LESHNAK WEALTH | JACKSON & ASSOCIATES WEALTH MANAGEMENT | GRP WEATH STRATEGIES GROUP | FAIRWINDS WEALTH MANAGEMENT | CTM FINANCIAL GROUP | CROSBY CAPITAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT | BRIDGELIGHT CAPITAL
CRD#: 154481 / SEC#: 801-71977
RIA
Registered Investment Advisory firm - (11/17/2010 Approved)Virginia
Registered Investment Advisory firm - (11/22/2010 Terminated)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.Highlighted states indicate IAR registrations
IAR
West Virginia(9/10/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SE
SOUTHLAND EQUITY PARTNERS, LLC.
BODWELL FINANCIAL | WESTERN RESERVE CAPITAL MANAGEMENT | WEALTH STRATEGIES, LLC | TCP WEALTH MANAGEMENT | SOUTHLAND EQUITY PARTNERS, LLC. | SOUTHLAND EQUITY PARTNERS | RIDLEY WEALTH STRATEGIES | PORTICO GROUP | LONG FINANCIAL SERVICES | LESHNAK WEALTH | JACKSON & ASSOCIATES WEALTH MANAGEMENT | GRP WEATH STRATEGIES GROUP | FAIRWINDS WEALTH MANAGEMENT | CTM FINANCIAL GROUP | CROSBY CAPITAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT | BRIDGELIGHT CAPITAL
CRD#: 154481 / SEC#: 801-71977
RIA
Registered Investment Advisory firm - (11/17/2010 Approved)Virginia
Registered Investment Advisory firm - (11/22/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wildwood, MO
Mailing Address
Po Box 7323, Charlottesville, VA 22906
Phone number
(770) 998-5879
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,680 |
| AUM (Assets Under Management) | $ 785,307,417 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
