Jonathan Neher is a registered investment advisor, based in Tampa, FL, with 27 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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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 an advisory representative of a Registered Investment Advisor (RIA) and an independent insurance agent for various companies, dedicating about half his time to these activities. He also holds various ownership and management positions in real estate and other LLCs, requiring minimal time commitments.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Lincoln Investment Planning, INC.Broker
Brookstreet Securities CorporationBroker
Pmg Securities CorporationBroker
Gaines, Berland INC.Broker
State Registrations15 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.