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Jonathan Wade Kallen

BRICK & KYLE ASSOCIATES INC·NEWTOWN, Pennsylvania
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905 MT EYRE RD, NEWTOWN, PA 18940CRD# 2947201Firm CRD# 107771
01

About

Jonathan Wade Kallen is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with BRICK & KYLE ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRICK & KYLE ASSOCIATES INC
BRICK & KYLE ASSOCIATES INC
AUM
$398M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BRICK & KYLE ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2947201
Firm CRD# 107771
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Wade Kallen offer?
Jonathan Wade Kallen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Jonathan Wade Kallen's credentials?
Jonathan Wade Kallen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Wade Kallen located?
Jonathan Wade Kallen is based in NEWTOWN, Pennsylvania, working with BRICK & KYLE ASSOCIATES INC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Jonathan Wade Kallen charge for services?
Jonathan Wade Kallen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRICK & KYLE ASSOCIATES INC?
BRICK & KYLE ASSOCIATES INC has approximately 6 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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