Jonathan Marvin is a ChFC-designated registered investment advisor, based in Concord, NH, with 31 years of industry experience.
Location
19 Chenell Drive, Ste. 1A, Concord, NH, 03301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a board member of YMCA Camp Coniston since 2003 and a trustee of trust funds for the Town of Bow since 2006. He is also an advisory representative of a RIA, taking about half of Jonathan's time, and an independent insurance agent since 2013, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Ws Griffith Securities, INC.
Charter New England Agency, INC.Broker
Ws Griffith Securities, INC.Broker
Chubb Securities CorporationBroker
Phoenix Equity Planning CorporationBroker
State Registrations15 states
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