Jonathan E Floe is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LINCOLN INVESTMENT PLANNING, LLC | 2026-02-02 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-01-20 | 2025-10-13 | — |