Best Investors Account Sign in
Inactive

Jonathan Robert Broadbent

Plan Partners LLC

Newbury, OH

CRD 4649531

Claim This Profile
Employer firm

Plan Partners LLC CRD 167647

$2.00M regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Plan Partners Llc

Newbury, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-21
  • OH RA
    APPROVED
    Since 2026-05-21

Branch Locations

Newbury, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plan Partners, Llc Newbury OH 10/2013 Present
Superior Capital Management Llc Cleveland OH 07/2016 10/2016
Ifs Securities Atlanta GA 02/2016 02/2018
  • 10/2013 → Present
    Plan Partners, Llc
    Newbury, OH
  • 07/2016 → 10/2016
    Superior Capital Management Llc
    Cleveland, OH
  • 02/2016 → 02/2018
    Ifs Securities
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-08
  • S66 Uniform Combined State Law Examination
    2004-09-08
Other Names
  • Jonathon Robert Broadbent
  • Jon Robert Broadbent

View on SEC IAPD

More in Newbury, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor