Jonathan L Mitchen

Current Employers

Employment History

• 05/2013 → 10/2018
  Northwestern Mutual Investment Services, Llc
  Canton, OH
• 01/2012 → 10/2018
  Northwestern Mutual Life Insurance Insurance Company
  Milwaukee, WI
• 07/2016 → 10/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2016 → 10/2018
  Chippewa Local Schools
  Doylestown, OH
• 11/2018 → 12/2019
  Citizens Bank
  Fairlawn, OH
• 11/2018 → 12/2019
  Citizens Securities Inc.
  Fairlawn, OH
• 12/2019 → Present
  Penn Mutual Life Ins Co
  Horsham, PA
• 01/2020 → Present
  Hornor Townsend & Kent Llc
  Horsham, PA

Previous Registrations

• 2018-12-11 → 2019-12-23
  Citizens Securities, Inc.
  Fairlawn, OH
  Southgate, MI
  Southfield, MI
  Fairlawn, OH

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT |ADDRESS: 130 SPRINGSIDE DRIVE, SUITE 100, AKRON, OH 44333 | START DATE: 1/2/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS |DESCRIPTION OF DUTIES: NEW SALES MANAGER / SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM. 2) BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: KADERLY FOUNDATION | POSITION HELD: OFFICER |ADDRESS: 4928 ENCINO DRIVE, NEW FRANKLIN, OH 44319 | START DATE: 11/1/2011 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: VP ATTENDING MONTH BOARD MEETING IN EVENINGS. 3) COACH | INVESTMENT RELATED: NO | DBA NAME: CHIPPEWA HIGH SCHOOL | POSITION HELD: EMPLOYEE | ADDRESS: 466 S PORTAGE ST., DOYLESTOWN, OH 44230 | START DATE: 6/20/2016 | NATURE OF ACTIVITY: OTHER - HIGH SCHOOL COACH |APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: ASSISTANT FOOTFALL COACH HS. 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT |ADDRESS: 130 SPRINGSIDE DRIVE, SUITE 100, AKRON, OH 44333 | START DATE: 1/1/2024 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS |DESCRIPTION OF DUTIES: NEW SALES MANAGER / SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-10
• S63 Uniform Securities Agent State Law Examination
  2013-08-13