Advisor at BTC Financial Management Co.
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
Bethany, MO 64424
Credentials
Series 65
Industry experience
7 years
Jonathan Fish is a financial advisor at BTC Financial Management Co. in Bethany, MO, holding a Series 65 designation with seven years of industry experience. He has worked at BTC Financial Management since 2017 and previously at Citizens Bank of Newburg from 2015 to 2017. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm’s investment approach is based on modern portfolio theory, using globally diversified portfolios primarily through fundamental security analysis, mutual funds, and exchange-traded funds.
$0 - $249,999: 2.00% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: Negotiable
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,000 for retirement plan consulting services Fee-only: Retirement plan consulting fees may be fixed or asset-based (not to exceed 1.50% annually), negotiable
3606 Miller Street
Bethany, MO 64424
Missouri
BTC Financial Management Co.
2017 - Present (9 years)
Citizens Bank of Newburg
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 65
Bethany, MO
BTC Financial Management Co.
Jeffrey Donovan is a financial advisor at BTC Financial Management Co. in Bethany, Missouri, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at BTC Financial Management since 2013 and concurrently serves at BTC Bank, where he advises the trust department and acts as a crop insurance agent. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental security analysis, managing approximately $38.5 million across 277 client relationships.
Series 63, Series 65
Bethany, MO
BTC Financial Management Co.
Michael Hill is a financial advisor at BTC Financial Management Co. with Series 63 and Series 65 licenses. He has over 14 years of experience in the financial industry, including roles at The Callaway Bank and BTC Bank. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm manages approximately $38.5 million across about 277 client relationships, using a globally diversified investment approach based on modern portfolio theory.
Series 65
Bethany, MO
BTC Financial Management Co.
Quentin Jones is a financial advisor at BTC Financial Management Co. in Bethany, MO, holding a Series 65 designation with 10 years of industry experience. He has been with BTC Financial Management since 2015 and concurrently holds a position at BTC Bank, where he has worked since 2014. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a diverse client base including individuals, families, businesses, and foundations. The firm employs a modern portfolio theory-based investment approach with an emphasis on global diversification, fundamental security analysis, and the use of mutual funds, ETFs, and occasionally individual securities, margin, and options.
Series 65
Bethany, MO
BTC Financial Management Co.
Jessica Howard is a financial advisor at BTC Financial Management Co. with a Series 65 designation. She has experience working at BTC Bank, Guaranteed Rate Mortgage, and The Hamilton Bank, totaling over a decade in related financial roles. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a modern portfolio theory approach with globally diversified portfolios and fundamental security analysis, managing approximately $38.5 million across about 277 client relationships.
Series 66
Bethany, MO
Edward Jones
Series 66
Bethany, MO
Edward Jones
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