Jonathan Webb is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 7 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4525 Painters Mill Road, Owings Mills, MD, 21117
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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.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
April 2026 - Present · 6 mos
T. Rowe Price Advisory Services, INC.
April 2026 - Present · 6 mos
T. Rowe Price Investment Services, INC.Broker
April 2026 - Present · 6 mos
Previous Registrations
Osaic Wealth, INC.
January 2025 - March 2026 · 1 yr 2 mos
Osaic Wealth, INC.Broker
January 2025 - March 2026 · 1 yr 2 mos
Osaic Fa, INC.Broker
May 2021 - January 2025 · 3 yrs 8 mos
Osaic Fa, INC.
May 2021 - January 2025 · 3 yrs 8 mos
Charles Schwab & CO., INC.
June 2019 - May 2021 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
May 2019 - May 2021 · 2 yrs
Edward JonesBroker
January 2014 - March 2014 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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