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Jonathan Patrick Lennon

PLEASANT LAKE PARTNERS LLC·RINCON, Puerto Rico
Unclaimed Profile
100 CARR 115 UNIT 1900, RINCON, PR 00677CRD# 5025102Firm CRD# 304281
01

About

Jonathan Patrick Lennon is a registered financial advisor based in RINCON, Puerto Rico, affiliated with PLEASANT LAKE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PLEASANT LAKE PARTNERS LLC
PLEASANT LAKE PARTNERS LLC
AUM
$1.3B
Regulatory assets under management
Employees
7
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5025102
Firm CRD# 304281
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Patrick Lennon offer?
Jonathan Patrick Lennon specializes in Retirement Planning. Contact their office in RINCON, Puerto Rico for a consultation.
What are Jonathan Patrick Lennon's credentials?
Jonathan Patrick Lennon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Patrick Lennon located?
Jonathan Patrick Lennon is based in RINCON, Puerto Rico, working with PLEASANT LAKE PARTNERS LLC. Their office serves clients in the RINCON metropolitan area and surrounding communities.
How does Jonathan Patrick Lennon charge for services?
Jonathan Patrick Lennon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLEASANT LAKE PARTNERS LLC?
PLEASANT LAKE PARTNERS LLC has approximately 7 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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