Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
8 years
Location
Brookings, OR 97415
J.P. Morgan Securities
Institution
Jonathan Townley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
Brookings, OR
898 Chetco Avenue
Brookings OR 97415
Advisors at this office
1
California · Oregon · Texas
8 years of industry experience
JPMorgan Chase Bank, N.A.
2021 - Present • 5 years
Crescent City, CA
J.P. Morgan Securities
2021 - Present • 5 years
Crescent City, CA
JPMorgan Chase Bank, N.A.
2012 - 2021 • 9 years
Crescent City, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63
Brookings, OR
Integrity Wealth LLC
Charles Blozinski is a CFP® professional with 21 years of experience in the financial services industry. He currently works at Integrity Wealth LLC and has been with Wild Rivers Financial Services, LLC for 20 years. Integrity Wealth LLC serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans through wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm operates as a small team of six advisors and manages approximately $305 million in client assets with customized portfolios primarily using low-cost mutual funds and ETFs.
Series 66
Brookings, OR
Edward Jones
Brandon Hodges is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 66 designation. Outside of his advisory role, he is a silent partner in a fishing products business and co-owns a real estate investment LLC with his brother. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a large network of advisors and branch offices.
Series 66
Brookings, OR
Edward Jones
Nathan Hanscam is a financial advisor with Edward Jones in Brookings, Oregon, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education and community support roles, including positions at the Brookings-Harbor School District and Premier Community Supports, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, access to separately managed accounts, mutual funds, and provides services under a fiduciary standard.
Series 63
Brookings, OR
Edward Jones
Emily Rumiano is a financial advisor with Edward Jones in Brookings, Oregon, holding a Series 63 designation and 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory work, she operates a clubhouse activity business in Brookings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Series 63, Series 66
Brookings, OR
Edward Jones
Damien Garrels is a financial advisor with Edward Jones in Brookings, OR, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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