JJ
Jonathan James Marshall
CRD 4736441
Firms
| Firm | Role | As of |
|---|---|---|
| Spectrum Investment Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Spectrum Investment Advisors, Inc.
Executive Vice President, Chief Compliance Officer, Chief Investment Officer And Director · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗