Jonathan Wardenburg

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

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

• 03/2015 → 06/2017
  Penn Mutual Life Ins Co
  Horsham, PA
• 03/2015 → 06/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 08/2017 → 04/2018
  Gf Investment Services, Llc
  Sarasota, FL
• 08/2017 → 04/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 03/2015 → 04/2018
  Summit Wealth Group
  Spanish Fork, UT
• 04/2018 → 10/2021
  Allstate Distributors Llc
  Northbrook, IL
• 04/2018 → 10/2021
  Allstate Insurance Company
  Northbrook, IL
• 04/2022 → 08/2023
  Crump Life Insurance Services
  Harrisburg, PA
• 04/2022 → 05/2023
  P.J. Robb Variable Corp.
  Spanish Fork, UT
• 12/2021 → 03/2022
  Farmers Insurance Company
  Woodland Hills, CA
• 10/2021 → 12/2021
  Unemployed
  Spanish Fork, UT
• 08/2023 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2018-05-30 → 2021-10-19
  Allstate Financial Advisors, Llc
  Spanish Fork, UT
• 2017-08-28 → 2018-05-24
  Global Financial Private Capital, Inc.
  Spanish Fork, UT
  Sarasota, FL
  Provo, UT
• 2012-11-05 → 2013-05-02
  Hornor, Townsend & Kent, Llc
  Orem, UT
• 2011-10-25 → 2012-07-05
  Securian Financial Services, Inc.
  Orem, UT
  Salt Lake City, UT
  Colorado Springs, CO

Other Businesses

1. JS DRINKS LLC; 662 S 860 E SPANISH FORK, UT 84660; OWNER/PARTNER; START 8/22/2023; APPROXIMATELY 20 HOURS/MONTH. 2. VARIOUS OUTSIDE INSURANCE APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-07
• S66 Uniform Combined State Law Examination
  2011-10-03

Other Names

• Jonathan Paul Wardenburg
• Jonathan Wardenburg
• Jon Wardenburg