Jonathan Paul Rudolfs

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 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

• 08/2015 → Present
  Parkland Securities
  Ann Arbor, MI
• 11/2020 → Present
  Spc
  Ann Arbor, MI

Other Businesses

Hanna Insurance and Financial Solutions, Inc., Walnut Creek, CA. Help clients with product options for employer sponsored SERPs, enrollment processes, insurance sales and financial product sales. Start date: 11/21/20, approx. 40 hrs/mo. INV REL: Y

Exams

• S66 Uniform Combined State Law Examination
  2020-11-20

Designations

• Chartered Financial Consultant