Jonathan Mistofsky
Jonathan Mistofsky is a registered investment advisor at Beacon Financial Advisory LLC, based in Twinsburg, OH, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 1,077 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Advisory offers two investment management options:
- Wrap Fee Portfolio Management: Fees are a percentage of your portfolio, up to 1.80% annually. The exact fee is negotiable for portfolios over $2,000,001.
- Non-Wrap Portfolio Management: Fees are a percentage of your portfolio, up to 1.61% annually. The exact fee is negotiable for portfolios over $2,000,001.
Location
2214 Enterprise Parkway East, Twinsburg, OH, 44087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is an agent for FNA Wealth Management, offering life insurance and earning commissions, dedicating a few hours per week. He also works as an IAR for Beacon Financial Advisory LLC, focusing on financial, income, and retirement planning, taking about half of his time.
Employment History
Current Registrations
Beacon Financial Advisory LLC
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Wrp Investments, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.