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Jonathan Thomas Slocum

Sym Financial Advisors

Mishawaka, IN

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Current Employers
Sym Financial Advisors

801 Park Ave, Winona Lake, IN 46590 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2015-02-24
  • IN RA
    APPROVED
    Since 2015-02-24

Branch Locations

4215 Edison Lakes Parkway Suite 320, Mishawaka, IN 46545 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sym Financial Advisors Mishawaka IN 07/2012 Present
Designations

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
HILLTOP WEALTH & TAX SOLUTIONS

Other Investors

BARBARA LYNN WOLFE
DANIEL DOUGLAS ARNOLD
RAYMOND SAMUEL BYERS
JOSEPH FRANK VARGA
CHARLES ADAMS HENRY
JOHN WILLIAM ROSENTHAL
NATHAN WILLIAM RUMELY
KYLE PATRICK EVERETT

Other Offices

UBS FINANCIAL SERVICES INC. · MISHAWAKA, IN
ROSENTHAL | HENRY CAPITAL ADVISORS, INC. · MISHAWAKA, IN
ROBERT W. BAIRD & CO. INCORPORATED · Mishawaka, IN
RAYMOND JAMES & ASSOCIATES, INC. · MISHAWAKA, IN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MISHAWAKA, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Mishawaka, IN
WELLS FARGO CLEARING SERVICES, LLC · MISHAWAKA, IN
HILLTOP WEALTH & TAX SOLUTIONS · MISHAWAKA, IN

More in Mishawaka, IN

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