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Jonathan Mathews

Commonwealth Financial Network

Pomfret Center, CT

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-02
  • CT RA
    APPROVED
    Since 2025-01-02

Branch Locations

697 Pomfret Street, Pomfret Center, CT 06259 • 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
The Prudential Insurance Company Of America Hartford CT 02/2016 10/2017
Pruco Securities, Llc Hartford CT 02/2016 10/2017
Prudential Financial Hartford CT 10/2017 04/2020
John Hancock / Manulife Boston MA 04/2020 06/2023
Grail Menlo Park CA 06/2023 10/2024
Commonwealth Financial Network Tolland CT 10/2024 01/2025
Whz Strategic Wealth Advisors Tolland CT 10/2024 01/2025
Commonwealth Financial Network Waltham MA 01/2025 Present
Whz Strategic Wealth Advisors Pomfret Center CT 01/2025 Present
  • 02/2016 → 10/2017
    The Prudential Insurance Company Of America
    Hartford, CT
  • 02/2016 → 10/2017
    Pruco Securities, Llc
    Hartford, CT
  • 10/2017 → 04/2020
    Prudential Financial
    Hartford, CT
  • 04/2020 → 06/2023
    John Hancock / Manulife
    Boston, MA
  • 06/2023 → 10/2024
    Grail
    Menlo Park, CA
  • 10/2024 → 01/2025
    Commonwealth Financial Network
    Tolland, CT
  • 10/2024 → 01/2025
    Whz Strategic Wealth Advisors
    Tolland, CT
  • 01/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 01/2025 → Present
    Whz Strategic Wealth Advisors
    Pomfret Center, CT
Previous Registrations
  • 2014-12-11 → 2015-11-27
    Edward Jones
    Woodstock, CT
    Lawrence, KS
    St Louis, MO
    Lawrence, KS
Other Businesses

Fixed insurance sales; as of 11/04/2024; 2% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-27
  • S66 Uniform Combined State Law Examination
    2024-12-27
Other Names
  • Jonathan Riley Mathews

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
HORACE MANN INVESTORS, INC.
KEY INVESTMENT SERVICES LLC
WESTCOTT INVESTMENT ADVISORS LLC
LPL ENTERPRISE, LLC
MWA FINANCIAL SERVICES INC.

Other Investors

Tanner Jacob Sargent
LEISL LISSFELT LANGEVIN
Holly Wanegar
LOGAN Dorey LUM
LAURENCE NEWTON HALE
JAMES ALLEN ZAHANSKY
NICHOLAS KENNETH OLSON
Brandon David Koehler

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Putnam, CT
AMERIPRISE FINANCIAL SERVICES, LLC · PUTNAM, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · WOODSTOCK, CT
OSAIC INSTITUTIONS, INC. · DAYVILLE, CT
HORACE MANN INVESTORS, INC. · Killingly, CT
KEY INVESTMENT SERVICES LLC · Danielson, CT
WESTCOTT INVESTMENT ADVISORS LLC · DANIELSON, CT
LPL ENTERPRISE, LLC · BROOKLYN, CT

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