Jonathan Pope is a registered investment advisor, based in Austin, TX, with 19 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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 serves as a board member for Integrated Living, Inc. and Make-A-Wish Michigan, dedicating minimal time to each. He is also an Investment Advisor Representative (IAR) with Kestra Advisory Services, LLC and a Vice-President at Cambridge Consulting Group, LLC DBA NFP, where he spends nearly full-time primarily on corporate benefit sales.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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