Jonathan Muench is a registered investment advisor at Scs, based in Bellevue, WA, with 29 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,167 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCS manages investments through its own program and LPL's program. Fees for the LPL program are negotiable, up to 2.60% annually. This fee includes LPL's program fee, a strategist fee (if applicable), and SCS's advisor fee (up to 2.00%). Fees are paid quarterly in advance. SCS advisory representatives are compensated through salary and structured bonus and are incented to bring assts to the firm and to establish new client relationships. They do not make more or less because they recommend a particular investment management program.
Location
10900 NE 8th Street, 15th Floor - Suite 1550, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Criminal
September 1987Other Business Activities
Jonathan operates under the DBA "SCS" for his LPL business and provides investment advisory services to SCS, an independent investment advisor firm, dedicating full-time hours to this. He also owns personal rental property, spending minimal time on it.
Employment History
Current Registrations
Scs
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Triad Advisors LLCBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Princor Financial Services CorporationBroker
Princor Financial Services CorporationBroker
Sentra Securities CorporationBroker
Administrative Systems, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.