200 Spring Street, Suite 120, Herndon, VA, 20170
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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 →Jonathan sells life insurance, disability insurance, and fixed annuities, dedicating about 10-20% of his time to this. He also provides investment advisory services through Northwest Financial Advisors LLC, spending nearly full-time on this activity.