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JC
CFP
JC
CFP

Jonathan Cush

Independence Capital CO., INC.
23 Years of Experience
New Philadelphia, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Cush is a CFP-designated registered investment advisor at Independence Capital CO., INC., based in New Philadelphia, OH, with 23 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 300 clients with $120M in assets under management.

Independence Capital CO., INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
300 clients
Average Client Portfolio
$396K average
Assets Under Management
$118.7M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K2.50%
$25K - $250K2.50%
$250K - $500K1.50%
$500K - $2.5M1.00%
$2.5M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

407 4th ST NW, New Philadelphia, OH, 44663

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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 agent selling fixed life, annuity, disability, long-term care, and health insurance, dedicating full-time hours to this. He also owns a horse breeding business, taking nearly full-time hours.

Employment History
Current Registrations
Independence Capital CO., INC.
February 2021 - Present · 5 yrs 8 mos
Independence Capital CO., INC.
February 2021 - Present · 5 yrs 8 mos
Independence Capital CO., INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
On Investment Management CO
August 2017 - February 2021 · 3 yrs 6 mos
The O.N. Equity Sales CompanyBroker
February 2006 - February 2021 · 15 yrs
The O.N. Equity Sales CompanyBroker
May 2003 - December 2005 · 2 yrs 7 mos
State Registrations1 state
OH
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.
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