Jonathan Britton

Current Employers

Employment History

• 07/2013 → 11/2018
  Jhfn Sii
  Andover, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Andover, MA

Previous Registrations

• 2016-02-08 → 2018-11-02
  Signator Investors, Inc.
  Andover, MA

Other Businesses

1. JONATHAN BRITTON POSITION: Health Insurance Broker NATURE: Sole Proprietorship - Schedule C INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/10/2019 ADDRESS: 820 Turnpike St Suite 103, North Andover MA 01845, United States DESCRIPTION: Assist business owner's review group health insurance options through the Health Connector for Business. Help them setup health insurance plan on the Ma Health Connector for Business. 2. INSURANCE BROKERAGE POSITION: Broker NATURE: Not applicable INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/28/2016 ADDRESS: 820 Turnpike St Unit 103, North Andover MA 01845, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance 3. COASTAL WEALTH MANAGEMENT POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2023 ADDRESS: 820 Turnpike Suite 103, North Andover MA 01845, United States DESCRIPTION: Financial Services Practice 4. JON BRITTON - CONSULTANT POSITION: Consultant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/21/2023 ADDRESS: 820 Turnpike St Suite 103, North Andover MA 01845, United States DESCRIPTION: Consulting for The Education Francaise Greater Boston School, specifically for the President to help review and delegate tasks associated with their employee benefits. (401k Plan, Group Health Insurance, Group Insurance)

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-10
• S63 Uniform Securities Agent State Law Examination
  2013-10-19

Other Names

• Jonathan Whitfield Britton