Jonathan Edward Messimer

Employer firm

Dynasty Financial Planners CRD 288431

$19.4M regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• BUSINESS & ESTATE CONSULTING 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

• 10/2016 → 06/2017
  Edward Jones
  St Louis, MO
• 01/2013 → 10/2016
  Pfizer
  Carlisle, PA
• 12/2021 → Present
  Dynasty Family Office
  517 W Fifth St., PA
• 07/2017 → 02/2018
  Unemployed
  Mcalisterville, PA
• 03/2018 → 10/2018
  Merck & Co., Inc.
  Riverside, PA
• 11/2018 → 02/2019
  Amazon
  Carlisle, PA
• 03/2019 → 06/2020
  Stonebridge Financial Group
  Wormleysburg, PA
• 07/2020 → 11/2021
  Unemployed
  Mcalisterville, PA

Previous Registrations

• 2017-02-17 → 2017-06-28
  Edward Jones
  Port Royal, PA
  Port Royal, PA
  Mcalisterville, PA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-12-17

Designations

• Certified Financial Planner

Other Names

• Jonathan Edward Messimer
• Jonathan Messimer