Jonathan Martin Marsh
Investment adviser representative at Mwa Financial Services, Inc.
20 yearsExperience
4 statesRegistered in
$640MFirm assets
10 yearsFirm in business
Are you Jonathan Martin Marsh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- John Maxwell TeamMar 2015 to now
- Mwa Financial Services Inc.May 2008 to now
- The BelhavenDec 2007 to now
- Modern Woodmen of AmericaMay 2007 to now
- Jonathan Marsh PropertiesJul 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (AL, CA, HI, MS).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 5539711
- Firm CRD
- 112630