Jonathan Marshall Pope

Current Employers

Employment History

• 07/2002 → 06/2019
  Cambridge Financial Services
  Troy, MI
• 08/2002 → 06/2019
  Axa Advisors, Llc
  New York, NY
• 06/2019 → Present
  Nfp
  Royal Oak, MI
• 09/2019 → Present
  Kestra Investment Services, Llc
  Royal Oaks, MI
• 09/2019 → Present
  Kestra Advisory Services, Llc
  Royal Oaks, MI

Previous Registrations

• 2010-08-02 → 2019-05-30
  Equitable Advisors, Llc
  Troy, MI
  Detroit, MI
  Troy, MI
  Troy, MI
  Royal Oak, MI

Other Businesses

Business Name: Integrated Living, Inc. Investment Related: No Address: 43133 Schoenherr Rd. Sterling Heights MI 48313 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 4/14/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General board decision-making and oversightBusiness Name: Make-A-Wish Michigan Investment Related: No Address: 7600 Grand River Avenue, Suite #175 Brighton MI 48114 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 6/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Support wish granting efforts.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78705 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 7/22/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: IARBusiness Name: Cambridge Consulting Group, LLC DBA NFP Investment Related: Yes Address: 400 W. Fourth St., Suite 300 Royal Oak MI 48067 Nature of Business: Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Vice-President Start Date: 7/22/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Primarily corporate benefit sales

Exams

• S66 Uniform Combined State Law Examination
  2007-01-11