Jonathan Bodwell
Jonathan Bodwell is a registered investment advisor at Southland Equity Partners, LLC., based in Martingsburg, WV, with 22 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,766 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Southland Equity Partners charges a fee for managing investment portfolios based on a percentage of the total assets under management, billed quarterly in advance. Clients can choose between a breakpoint schedule or a tiered fee schedule, with annual rates not exceeding 2.25%. Asset-based fees are calculated using the market value of assets at the end of the previous quarter.
Location
311 South Raleigh St, Martingsburg, WV, 25401
Get directionsHistory
Regulatory History (1)
Civil Bond
June 2002Other Business ActivitiesSells Insurance
Jonathan is involved with Bodwell Financial, focusing on insurance products like life, health, disability, annuities, and long-term care, operating under DBA Hunter Enterprises and J.H. Bodwell & Associates. He also serves as an advisor for Southland Equity Partners, LLC, dedicating minimal time to advisory services.
Employment History
Current Registrations
Southland Equity Partners, LLC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Nationwide Securities, INC.Broker
State Registrations1 state
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.