Jonathan D. Schofield
Professional summary
Jonathan David Schofield, who also goes by Jonathan Schofield, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Concord, New Hampshire and BANKERS LIFE SECURITIES, INC. located in Concord, New Hampshire.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jonathan has worked at 2 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 David Schofield's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 6 Loudon Road Suite 302, Concord, NH 03301September 28, 2018 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 6 Loudon Road, Suite 302, Concord, NH 03301Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/14/2019)
(1/14/2019)
(1/14/2019)
Exams
FINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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