Jonathon Pynchon
Investment adviser representative at Foster Financial Services, LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Harbour Investments, IncJan 2021 to now
- Foster Financial Services, LLCNov 2020 to now
- Nylife Securities, LLCJul 2019 to Nov 2020
- New York Life Insurance Co.May 2019 to Nov 2020
- Ball State UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
Foster Financial Services, LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn 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
- 6899616
- Firm CRD
- 343491