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Jonathon Clements

Marketdesk Indices LLC
7 Years of Experience
Cape Girardeau, MO
View SEC Summary
View SEC Summary

Jonathon Clements is a registered investment advisor at Marketdesk Indices LLC, based in Cape Girardeau, MO, with 7 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $150M in assets under management.

Marketdesk Indices LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$151.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • White Label Insights — newsletters and charts for financial advisors starting at $300 per quarter
  • Research Tools — asset class analysis, core ratings, and tactical ideas for financial advisors at $675 per quarter for up to 5 users
  • Full Platform Access — includes white label insights, research tools, expanded white label insights, and model portfolios at $825 per quarter for up to 5 users
  • The Quant Pack — data subscription with access to proprietary leading indicators at $312 per quarter for a 6-month subscription or $250 per quarter for a 12-month subscription
One-Time Plan:$250 - $825
View Full SEC Brochure

Location

Cape Girardeau, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan founded MarketDesk Research LLC, which provides investment strategy and asset allocation research. He spends the majority of his time at MarketDesk Research LLC and does not receive commissions from this business.

Employment History
Current Registrations
Marketdesk Indices LLC
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Foreside Fund Services, LLCBroker
May 2017 - September 2019 · 2 yrs 4 mos
Goldman, Sachs & CO.Broker
February 2015 - September 2016 · 1 yr 7 mos
State Registrations1 state
MO
Advisor

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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