Jonathan Webb
Advisor at Pathway Financial Solutions, Inc.
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.
Advisor at Pathway Financial Solutions, Inc.
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.
Location
Salina, KS 67401
Credentials
Series 63, Series 66
Industry experience
33 years
Jonathan Webb is a financial advisor with Pathway Financial Solutions, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments in 2026, he worked at OFG Financial Services, Inc. for 34 years. Webb serves as treasurer for the Sacred Heart High School Foundation and participates on the finance committee at St. Mary’s Parish. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk tolerance and time horizon.
Based on Pathway Financial Solutions, Inc.
$0 - $500,000: 1.00% (Wealth Management, includes financial planning) $500,000.01 - $1,000,000: 0.95% (Wealth Management, includes financial planning) $1,000,000.01 - $1,500,000: 0.90% (Wealth Management, includes financial planning) $1,500,000.01 - $2,000,000: 0.85% (Wealth Management, includes financial planning) $2,000,000.01 - $3,000,000: 0.80% (Wealth Management, includes financial planning) $3,000,000.01 - $4,000,000: 0.75% (Wealth Management, includes financial planning) $4,000,000.01 - $5,000,000: 0.70% (Wealth Management, includes financial planning) $5,000,000.01+: 0.65% (Wealth Management, includes financial planning) $0 - $500,000: 0.90% (Investment Management, does not include financial planning) $500,000.01 - $1,000,000: 0.85% (Investment Management, does not include financial planning) $1,000,000.01 - $1,500,000: 0.80% (Investment Management, does not include financial planning) $1,500,000.01 - $2,000,000: 0.75% (Investment Management, does not include financial planning) $2,000,000.01 - $3,000,000: 0.70% (Investment Management, does not include financial planning) $3,000,000.01 - $4,000,000: 0.65% (Investment Management, does not include financial planning) $4,000,000.01 - $5,000,000: 0.60% (Investment Management, does not include financial planning) $5,000,000.01+: 0.55% (Investment Management, does not include financial planning)
Separate commission-based arrangement available through certain supervised persons acting as registered representatives of PKS; commissions and sales charges apply for securities brokerage services.
120 S Santa Fe
Salina, KS 67401
Kansas · Texas
Purshe Kaplan Sterling Investments
2026 - Present (1 year)
Pathway Financial Solutions, Inc.
2026 - Present (1 year)
Pathway Insurance Group Advisors, LLC
2025 - Present (1 year)
OFG Financial Services, Inc.
1992 - 2026 (34 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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