Jonathan Michael is a registered investment advisor, based in Chester, MD, with 24 years of industry experience.
Location
Chester, MD
Get directionsHistory
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 independent insurance agent with McFarlin Insurance Agency since 2008, selling and servicing health, life, disability, and long-term care products, dedicating about a quarter of his time. He is also an advisory representative of a registered investment advisor (RIA) since 2011, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.