Jonathan Todd Viscounte

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/1985 → 11/2024
  Pruco Securities, Llc.
  Dresher, PA
• 07/1985 → Present
  Prudential Insurance Company Of America
  Dresher, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Ft. Washington, PA

Previous Registrations

• 2011-08-26 → 2024-11-14
  Pruco Securities, Llc.
  Dresher, PA
  Ambler, PA
  Ambler, PA
  Ft. Washington, PA

Other Businesses

Illinois Mutual|Massachusetts Mutual Life Ins|Transamerica|united healthcare JONATHAN VISCOUNTE POSITION: Notary - Notarize documents NATURE: Notarize documents INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/27/2007 ADDRESS: 580 Virginia Drive, Suite 150, Ft. Washington PA 19034, United States DESCRIPTION: Notary - Notarize documents VISCOUNTE FINANCIAL LLC INSURANCE AND FINANCIAL SERVICES POSITION: Financial Professional NATURE: Insurance and Investments INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2003 ADDRESS: 580 Virginia Drive, Suite 150, Fort Washington PA 19034, United States DESCRIPTION: Sales and Service of Insurance and Investments

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-15
• S63 Uniform Securities Agent State Law Examination
  1984-08-22

Designations

• Chartered Financial Consultant