Jon Edward Maitz

Current Employers

Employment History

• 05/2014 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 05/2014 → Present
  Hornor, Townsend & Kent, Inc
  Horsham, PA

Previous Registrations

• 2012-08-14 → 2014-04-14
  Msi Financial Services, Inc.
  Allentown, PA
• 2010-01-05 → 2012-07-13
  New England Securities
  Newtown Square, PA
  Bethlehem, PA
  Newtown Square, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 05/2014 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI AND ANNUITY CLIENT ACCOUNTS. 2) RENTAL | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 1065 3RD ST WHITEHALL PA 18052 | START DATE: 9/1/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: COLLECT RENTS. 3)RENTAL REAL ESTATE | POSITION: MINORITY SHAREHOLDER | NATURE: MINORITY SHARE IN A LLC THAT OPERATES RENTAL REAL ESTATE. | INVESTMENT RELATED: NO NUMBER OF HOURS: 1 |SECURITIES TRADING HOURS: 0 | START DATE: 05/01/2023 | ADDRESS: 333/331 ROLLING MILL AVE, TAMAQUA PA 18252, UNITED STATES | DESCRIPTION: I WOULD LIKE TO BECOME A MINORITY SHAREHOLDER IN AN LLC THAT IS IN THE RENTAL REAL ESTATE BUSINESS. 4)AURELIUS LEGACY PARTNERS POSITION: INTERNAL RESOURCE NATURE: FINANCIAL PLANNING INVESTMENT RELATED: NO NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/31/2023 ADDRESS: 1925 CENTURY PARK E, SUITE 1700, LOS ANGELES CA 90067, UNITED STATES DESCRIPTION: CREATION OF FINANCIAL PLANS AND INPUTTING OF DATA. 5)RENTAL REAL ESTATE | POSITION: PROPRIETOR/OWNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: YES | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 0 | START DATE: 11/20/2023 | ADDRESS: 6310 LIMEPORT PIKE, COOPERSBURG PA 18036 | DESCRIPTION: I OWN THE PROPERTY I PURCHASED TO BE USED AS RENTAL REAL ESTATE. I AM IN THE PROCESS OF HIRING A PROPERTY MANAGER TO HANDLE THE DAY TO DAY ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-11
• S63 Uniform Securities Agent State Law Examination
  2009-05-02

Designations

Other Names

• Jon Maitz