Inactive

Jonathan Edward Farrell

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Current Employers

Highmark, Llc

109 West Park Drive Suite 120, Brentwood, TN 37027 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-17
TN	RA	APPROVED	2025-09-16

TX RA
APPROVED

Since 2025-10-17
TN RA
APPROVED

Since 2025-09-16

Branch Locations

109 West Park Drive Suite 120, Brentwood, TN 37027 • 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

Organization	City	State	From	To
John Hancock Retirement	Reston	VA	10/2005	03/2017
Kestra Investment Services, Llc	Brentwood	TN	05/2018	09/2019
Unemployed	Brentwood	TN	04/2017	04/2018
Lincoln Financial Distributors, Inc.	Brentwood	TN	10/2019	08/2022
Commonwealth Financial Network	Waltham	MA	08/2022	09/2025
Highmark, Llc	Brentwood	TN	09/2025	Present
Kestra Advisory Services, Llc	Brentwood	TN	05/2018	09/2019

10/2005 → 03/2017

John Hancock Retirement

Reston, VA
05/2018 → 09/2019

Kestra Investment Services, Llc

Brentwood, TN
04/2017 → 04/2018

Unemployed

Brentwood, TN
10/2019 → 08/2022

Lincoln Financial Distributors, Inc.

Brentwood, TN
08/2022 → 09/2025

Commonwealth Financial Network

Waltham, MA
09/2025 → Present

Highmark, Llc

Brentwood, TN
05/2018 → 09/2019

Kestra Advisory Services, Llc

Brentwood, TN

Previous Registrations

2022-08-08 → 2025-09-17

Commonwealth Financial Network

Brentwood, TN

Waltham, MA
2018-05-23 → 2019-09-30

Kestra Advisory Services, Llc

Brentwood, TN

Austin, TX
2013-01-02 → 2017-04-03

Manulife Investment Management (Us) Llc

Bethesda, MD

Boston, MA

Reston, VA
2009-01-06 → 2010-12-31

John Hancock Investment Management Llc

Bethesda, MD

Boston, MA
2005-10-28 → 2006-12-31

John Hancock Distributors Llc

Atlanta, GA

Bethesda, MD

Atlanta, GA

Boston, MA

Toronto, Ontario

Parsippany, NJ

Reston, VA
2005-04-01 → 2005-10-03

Fsc Securities Corporation

Atlanta, GA
2003-09-29 → 2004-06-23

Ameriprise Financial Services, Llc

Atlanta, GA

Other Businesses

independent insurance agent; 611 Hunters Lane, Brentwood, TN 37027; investment related; selling insurance products; 10 hrs/mo

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-25

S66 Uniform Combined State Law Examination

2022-07-25

Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CALDWELL ADVISORS, LLC

TRANQUILITY PARTNERS, LLC

SANCTUARY ADVISORS, LLC

TRUIST ADVISORY SERVICES, INC.

GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK

RELEVANCE CAPITAL MANAGEMENT, LLC

Other Investors

BARRY KIRK MCCALL

BENJAMIN THOMAS BASS

STERLING AUSTIN COLEY

STEVE TU-RAN ALVERSON

AARON ALAN ZAUNER

David M Dorsett

BENTLEY YEISER LONDON

BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN

CALDWELL ADVISORS, LLC · BRENTWOOD, TN

TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN

EDWARD JONES · BRENTWOOD, TN

SANCTUARY ADVISORS, LLC · Brentwood, TN

TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN

SANCTUARY ADVISORS, LLC · BRENTWOOD, TN

GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

More in Brentwood, TN

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