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Jonathan Suley

22 Years of Experience
North Huntingdon, PA
BrokerSells Insurance

Jonathan Suley is a registered investment advisor, based in North Huntingdon, PA, with 22 years of industry experience.

Location

791 Northeast Dr, North Huntingdon, PA, 15642

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jonathan is an independent insurance agent for various independent insurance companies through Rupp & Fiore Insurance Management Inc, dedicating about half his time. He is also the President of Dynasty Real Estate Investments Inc, a multi-family rental property, spending a few hours per week. Additionally, he is an advisory representative of a RIA called CIRA, spending full-time hours.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2018 - Present · 7 yrs 5 mos
Cambridge Investment Research Advisors, INC.
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Cetera Financial Specialists LLCBroker
April 2007 - December 2016 · 9 yrs 8 mos
Cetera Investment Advisers LLC
April 2007 - December 2016 · 9 yrs 8 mos
MML Investors Services, INC.Broker
May 2006 - January 2007 · 8 mos
AXA Advisors, LLC
January 2006 - May 2006 · 4 mos
AXA Advisors, LLCBroker
March 2005 - May 2006 · 1 yr 2 mos
Mony Securities CorporationBroker
January 2004 - August 2004 · 7 mos
Princor Financial Services CorporationBroker
October 2002 - January 2004 · 1 yr 3 mos
Mony Securities CorporationBroker
February 2001 - October 2002 · 1 yr 8 mos
State Registrations1 state
PA
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.