JH
CFP
JH
CFP

Jonathan Hornsby

14 Years of Experience
Huntsville, AL
BrokerSells Insurance

Jonathan Hornsby is a CFP-designated registered investment advisor, based in Huntsville, AL, with 14 years of industry experience.

Location

116 Jefferson St. South, Suite 305, Huntsville, AL, 35801

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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 IAR affiliate with CIRA, spending nearly full-time hours there, and owns Bankhead Wealth Partners and Shoal Creek Wealth Partners, dedicating minimal time to each. He is also an insurance agent for various independent insurance companies, spending a few hours per week, and a board member of Renegade Players Theatre Company, also spending minimal time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2023 - Present · 3 yrs 1 mo
Cambridge Investment Research, INC.Broker
August 2023 - Present · 3 yrs 1 mo
Cambridge Investment Research, INC.
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Oak Tree Financial Services, LLC
May 2019 - September 2023 · 4 yrs 4 mos
LPL Financial LLCBroker
May 2019 - August 2023 · 4 yrs 3 mos
Bridgeworth, LLC
May 2015 - May 2019 · 4 yrs
LPL Financial LLCBroker
April 2015 - September 2018 · 3 yrs 5 mos
Lincoln Financial Advisors Corporation
January 2012 - May 2015 · 3 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
October 2011 - May 2015 · 3 yrs 7 mos
State Registrations3 states
ALKYTN
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 Hornsby - Financial Advisor | TrueAdvisor