Jonathan Mathews

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 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

• S66 Uniform Combined State Law Examination
  2024-12-27

Other Names

• Jonathan Riley Mathews