JH
JH

Jonathon Hughes

3 Years of Experience
Rochester, NY

Jonathon Hughes is a registered investment advisor at Linden Financial Consultants, LLC, based in Rochester, NY, with 3 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 235 clients.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
235 clients
Average Client Portfolio
Not specified

Fee Structure

Linden Financial Consultants does not manage investments directly. They provide investment consultation services billed hourly, offering information on investment vehicles, portfolio design, and asset allocation. Clients make all investment decisions themselves.

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Location

150 Allens Creek Rd, Ste #250, Rochester, NY, 14618

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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

Jonathon is a partner in Hughes Highpower LLC, a commercial real estate venture, since 2011. He spends minimal time receiving rental income, paying bills, interacting with tenants, and working with a CPA for tax returns.

Employment History
Current Registrations
Linden Financial Consultants, LLC
July 2022 - Present · 3 yrs 10 mos
State Registrations1 state
NY
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.