Jonathan
Orman
Hartford Funds
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About this Advisor
Jonathan Orman is a financial advisor based in Mound, Minnesota, working with Hartford Funds. Jonathan has previously held positions at John Hancock Funds, LLC, John Hancock Advisers LLC, Sovereign Asset Management Corp, John Hancock Advisers, LLC, Hartford Funds Distributors, LLC, and Hartford Funds Management Company, LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Jonathan is part of Hartford Funds, which has 387 employees and manages assets totaling $137.8 billion. The firm offers services including portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Hartford Funds includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hartford Funds Brokerage Details
$137,847,211,395
387
94
$1,466,459,696
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Jonathan Orman Work History
Hartford Funds Distributors, LLC
Hartford Funds Management Company, LLC
John Hancock Advisers, LLC
John Hancock Funds, LLC
John Hancock Advisers LLC
Sovereign Asset Management Corp
Disclosures
Please visit the SEC profile of Jonathan Orman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hartford Funds
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
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