Jonathan David Schofield

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2009 → Present
  Bankers Life And Casualty
  Concord, NH
• 06/2018 → Present
  Bankers Life Securities
  Concord, NH
• 01/2019 → Present
  Bankers Life Advisory Services
  Concord, NH

Other Businesses

Agent with Bankers Life & Casualty

Exams

• S66 Uniform Combined State Law Examination
  2019-01-14

Other Names

• Jonathan Schofield