Jonathan Henry Clark

Employer firm

Sentinel Pension Advisors, LLC. CRD 109901

$11.9B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Metlife Securities Inc.
  Marlton, NJ
• 07/2016 → Present
  Efficient Advisors
  Philadelphia, PA
• 07/2016 → Present
  Fiduciary Advisors, Llc
  Philadelphia, PA
• 09/2024 → Present
  Sentinel Group
  Wakefield, MA

Previous Registrations

• 2017-05-09 → 2024-11-15
  Fiduciary Advisors, Llc
  Cottonwood Heights, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-09

Other Names

• Jonathan Clark