Unclaimed Profile

Jonathan Thomas Slocum

SYM FINANCIAL CORPORATION·WINONA LAKE, Indiana

Clean record11 years registeredSYM FINANCIAL CORPORATION

801 PARK AVE, WINONA LAKE, IN 46590CRD# 6384240Firm CRD# 107517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Thomas Slocum · WINONA LAKE, IN

Registration

CRD #6384240 · SYM FINANCIAL CORPORATION · 11 years registered

Brand Profile

Not yet started

Career History

SYM FINANCIAL ADVISORS

Feb 2015 – present

Registrations & Exams

Registration record

First registered · February 24, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYM FINANCIAL CORPORATION

CRD 107517 · SEC 801-23944

AUM

$4.1B

Regulatory assets under management

Employees

5,346 client accounts

Services offered by SYM FINANCIAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SYM FINANCIAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Jonathan Thomas Slocum offer?

Jonathan Thomas Slocum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINONA LAKE, Indiana for a consultation.

What are Jonathan Thomas Slocum's credentials?

Jonathan Thomas Slocum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Thomas Slocum located?

Jonathan Thomas Slocum is based in WINONA LAKE, Indiana, working with SYM FINANCIAL CORPORATION. Their office serves clients in the WINONA LAKE metropolitan area and surrounding communities.

How does Jonathan Thomas Slocum charge for services?

Jonathan Thomas Slocum's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYM FINANCIAL CORPORATION?

SYM FINANCIAL CORPORATION has approximately 75 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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