Jonathan Bodwell has been an investment adviser representative at Southland Equity Partners since September 2015, and is not listed among the firm’s executive officers or direct owners.
Southland Equity Partners, LLC. is a firm with $891M under management, 1,766 clients and 21 advisers across 18 offices, as of its July 2026 filing.
Jonathan Bodwell’s longest registration is the current one, 11 years at Southland Equity Partners since 2015. Before joining Southland Equity Partners in 2015, Jonathan Bodwell was registered through FSC Securities Corporation and Ing Financial Partners, Inc.
- – present · 11 yearsMartingsburg, WV · Adviser representative · Firm CRD 154481
- FSC Securities Corporation– · 9 yearsMartinsburg, WV · Adviser representative · Firm CRD 7461
- Ing Financial Partners, Inc– · under a yearMartinsburg, WV · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
Jonathan Bodwell is registered as an investment adviser representative in West Virginia, since September 2015.
- West VirginiaSince 10 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 February 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 October 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 October 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Hunter Bodwell
- CRD
- 4715199
- Firm
- Southland Equity Partners · CRD 154481
- Office
- 311 SOUTH RALEIGH ST, Martingsburg, WV 25401
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Bodwell work?
Jonathan Bodwell is an investment adviser representative registered through Southland Equity Partners, LLC. since September 2015, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Bodwell a financial advisor?
Yes. Jonathan Bodwell has a current investment-adviser registration in West Virginia, through Southland Equity Partners since September 2015.
How many years of experience does Jonathan Bodwell have?
Jonathan Bodwell has 23 years in the financial industry, since October 2003, across 3 adviser firms.
What exams has Jonathan Bodwell passed?
Jonathan Bodwell has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in October 2003. FINRA credited Jonathan Bodwell with the SIE, which began in October 2018.
Where did Jonathan Bodwell work before Southland Equity Partners?
Before Southland Equity Partners, Jonathan Bodwell was registered through Ing Financial Partners, Inc, March 2007 to December 2007.
Where is Jonathan Bodwell based?
Jonathan Bodwell’s registered office is in Martingsburg, WV.
Is Jonathan Bodwell registered with FINRA?
No. Jonathan Bodwell has no current broker registration.
How can I verify Jonathan Bodwell’s record?
Search CRD 4715199 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Bodwell’s full registration record.