Jonathon Hughes

LINDEN FINANCIAL CONSULTANTS

Rochester, NY 14618

Some features on this profile are disabled

CRD#: 7595767

Professional summary

Jonathon Hughes is a registered financial advisor currently at LINDEN FINANCIAL CONSULTANTS, LLC located in Rochester, New York.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathon has worked at 1 firm and has passed the Series 65 exam.

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.

Hughes Highpower LLC not investment related 125 Highpower Street Rochester, NY 14623 Commercial Real Estate Partner Started in 10/2011 4 hours per month 0 hours during security trading hours Receiving and handling rental income, paying bills, taxes, and other liabilities. Communicating and interacting with tenant. Working with CPA for tax return.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Hughes'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®

None

Experience

Current

July 11, 2022 - Present

LINDEN FINANCIAL CONSULTANTS, LLC

Office #1: 150 Allens Creek Rd Ste #250, Rochester, NY 14618

RIA

CRD#: 168676

Rochester, NY

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

New York
(7/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/1/2020

Uniform Investment Adviser Law Examination

Current Firm

LINDEN FINANCIAL CONSULTANTS, LLC

CRD#: 168676 / SEC#:

New York

Registered Investment Advisory firm - (10/28/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

150 Allens Creek Rd Ste #250, Rochester, NY 14618

Mailing Address

Phone number

(585) 721-4066

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Mark Downey

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Rochester, NY

Donald Devitto

RBC CAPITAL MARKETS, LLC

IAR

Rochester, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathon Hughes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Hughes's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINDEN FINANCIAL CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2020

Current Firm

LINDEN FINANCIAL CONSULTANTS, LLC

Contact information

Documents

Red Flags

Company Information

LINDEN FINANCIAL CONSULTANTS, LLC

TRUST BUT VERIFY

Similar Advisors