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Jonathan David Seiler

UNITED CAPITAL FINANCIAL ADVISORS, LLC·IRVING, Texas
Unclaimed Profile
125 E JOHN CARPENTER FRWY, IRVING, TX 75062CRD# 5621340Firm CRD# 134600
01

About

Jonathan David Seiler is a registered financial advisor based in IRVING, Texas, affiliated with UNITED CAPITAL FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
AUM
$17.7B
Regulatory assets under management
Employees
288
Total firm employees
View all advisors at UNITED CAPITAL FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5621340
Firm CRD# 134600
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan David Seiler offer?
Jonathan David Seiler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVING, Texas for a consultation.
What are Jonathan David Seiler's credentials?
Jonathan David Seiler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan David Seiler located?
Jonathan David Seiler is based in IRVING, Texas, working with UNITED CAPITAL FINANCIAL ADVISORS, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Jonathan David Seiler charge for services?
Jonathan David Seiler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITED CAPITAL FINANCIAL ADVISORS, LLC?
UNITED CAPITAL FINANCIAL ADVISORS, LLC has approximately 288 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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