Jonathan Lee Mistofsky
Investment adviser representative at Beacon Financial Advisory LLC
12 yearsExperience
1 stateRegistered in
$900.7MFirm assets
10 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
12 years in the industry.
- Beacon Financial Advisory LLCFeb 2021 to now
- Lincoln Investment Planning LLCAug 2016 to now
- Fna Wealth ManagementJan 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Beacon Financial Advisory LLC
$900.7MAssets managed
1,556Clients
13Advisers
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
- 6285002
- Firm CRD
- 174334