Question 1

What services does Jonathan James Marshall offer?

Accepted Answer

Jonathan James Marshall specializes in Financial Planning, Investment Management. Contact their office in MEQUON, Wisconsin for a consultation.

Question 2

What are Jonathan James Marshall's credentials?

Accepted Answer

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

Question 3

Where is Jonathan James Marshall located?

Accepted Answer

Jonathan James Marshall is based in MEQUON, Wisconsin, working with SPECTRUM INVESTMENT ADVISORS, INC.. Their office serves clients in the MEQUON metropolitan area and surrounding communities.

Question 4

How does Jonathan James Marshall charge for services?

Accepted Answer

Jonathan James Marshall's firm is compensated through percentage of aum, hourly charges, subscription fees, other: by plan participant flat fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is SPECTRUM INVESTMENT ADVISORS, INC.?

Accepted Answer

SPECTRUM INVESTMENT ADVISORS, INC. has approximately 22 employees and manages $725M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Jonathan James Marshall

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