Jonathan Shank
Jonathan Shank is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, PA, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Penn Square, Lancaster, PA, 17602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works as an associate/employee for both Fulton Bank and Fulton Financial Advisors, assisting clients and advisors with paperwork and account maintenance. These roles each take about half of Jonathan's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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