Jonathan Henry Clark
Investment adviser representative at Sentinel Pension Advisors, LLC.
17 yearsExperience
1 stateRegistered in
$11.9BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Sentinel Pension Advisors, LLC.Sep 2024 to now
- Sentinel GroupSep 2024 to now
- Efficient AdvisorsJul 2016 to now
- Fiduciary Advisors, LLCJul 2016 to now
- Metlife Securities Inc.Jul 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sentinel Pension Advisors, LLC.
Legal name: Sentinel Pension Advisors, LLC
$11.9BAssets managed
2,056Clients
52Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5539580
- Firm CRD
- 109901