Jonathan Paul Good
Investment adviser representative at Turning Point Financial
14 yearsExperience
1 stateRegistered in
$339.4MFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Turning Point FinancialJul 2023 to now
- Wdc Advisors, LLCJul 2020 to now
- Wealth Development Council, LLCMay 2012 to now
- Harvest Investment Services, LLCFeb 2018 to Sep 2020
- Harrisburg Area Community CollegeSep 2012 to May 2017
- New Cumberland Public LibraryMay 2012 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Turning Point Financial
Legal name: Turning Point Benefit Group, Inc.
$339.4MAssets managed
794Clients
14Advisers
7 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
- 6265533
- Firm CRD
- 301282