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Current Employers
Sentinel Pension Advisors, Llc.

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-30
  • CA RA
    APPROVED
    Since 2024-09-30

Branch Locations

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States

Irvine, CA • 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
Metlife Securities Inc. Marlton NJ 07/2009 Present
Efficient Advisors Philadelphia PA 07/2016 Present
Fiduciary Advisors, Llc Philadelphia PA 07/2016 Present
Sentinel Group Wakefield MA 09/2024 Present
  • 07/2009 → Present
    Metlife Securities Inc.
    Marlton, NJ
  • 07/2016 → Present
    Efficient Advisors
    Philadelphia, PA
  • 07/2016 → Present
    Philadelphia, PA
  • 09/2024 → Present
    Sentinel Group
    Wakefield, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-09
  • S65 Uniform Investment Adviser Law Examination
    2017-05-09
Other Names
  • Jonathan Clark

View on SEC IAPD

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