Jonathan C. Brandl
Professional summary
Jonathan Craig Brandl, CFP®, who also goes by Jonathan Brandl, J.c. Brandl, is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Newton, Massachusetts.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Craig Brandl's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
March 31, 2020 - Present
MAIN STREET FINANCIAL SOLUTIONS, LLC
October 31, 2019 - July 1, 2020
MAIN STREET FINANCIAL SOLUTIONS, LLC
December 6, 2017 - August 14, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 8, 2017 - August 14, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
MAIN STREET FINANCIAL SOLUTIONS, LLC
CRD#: 305834 / SEC#: 801-117871
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2020)
Exams
Current Firm
MAIN STREET FINANCIAL SOLUTIONS, LLC
CRD#: 305834 / SEC#: 801-117871
Contact information
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,091 |
| AUM (Assets Under Management) | $ 2,494,613,000 |
Red Flags
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