JK
JK

Jonathan King

11 Years of Experience
Columbia, SC
BrokerSells Insurance

Jonathan King is a registered investment advisor, based in Columbia, SC, with 11 years of industry experience.

Location

1314 Lincoln Street Ste 303, Columbia, SC, 29203

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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 a life insurance agent offering insurance through various agencies since 2019, taking nearly full-time. He also has an IAR affiliation with CIRA since 2023, also taking nearly full-time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2023 - Present · 3 yrs 6 mos
Cambridge Investment Research Advisors, INC.
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
Lincoln Financial Securities CorporationBroker
February 2016 - March 2023 · 7 yrs 1 mo
Lincoln Financial Securities Corporation
February 2016 - March 2023 · 7 yrs 1 mo
Capital Guardian Wealth Management, LLC
October 2015 - February 2016 · 4 mos
Capital Guardian, LLCBroker
August 2015 - February 2016 · 6 mos
Woodbury Financial Services, INC.Broker
August 2008 - October 2009 · 1 yr 2 mos
State Registrations7 states
ARAZGAKYNCSCVA
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.
Jonathan King - Financial Advisor | TrueAdvisor