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Jonathan Rains

24 Years of Experience
Littleton, CO
BrokerSells Insurance

Jonathan Rains is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Littleton, CO, with 24 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

2679 Main St, Suite 311, Littleton, CO, 80120

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jonathan is an insurance agent at Streamside Wealth, selling and servicing insurance, including Penn Mutual Life products, dedicating a few hours per week. He is also a partial minority owner of Top Pot Doughnuts and a manager of St. Germaine Cousin LLC, which collects and distributes inherited mineral rights royalties, requiring minimal time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
July 2024 - Present · 1 yr 10 mos
Hornor, Townsend & Kent, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2019 - August 2024 · 5 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
March 2019 - August 2024 · 5 yrs 5 mos
Russell Investments
July 2005 - August 2018 · 13 yrs 1 mo
Russell Investments Financial Services, LLCBroker
October 2003 - August 2018 · 14 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2001 - September 2003 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2001 - September 2003 · 2 yrs 5 mos
State Registrations12 states
AZCACOFLLAMDMOOHTNTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jonathan Rains - Financial Advisor | TrueAdvisor