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Jonathan Patrick Lennon

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Patrick Lennon · RINCON, PR
Registration
CRD #5025102 · PLEASANT LAKE PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5025102
Firm CRD# 304281
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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Other Advisors at PLEASANT LAKE PARTNERS LLC

Benjamin Charles Cable
RINCON, PR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Puerto Rico
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City Guides
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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