Commonwealth Financial Network
45yrs
Top advisor by experience in Canton
13yrs
Jonathan Caplan
Full name on record: Jonathan Evan Caplan
Financial advisor at Commonwealth Financial Network
Jonathan Caplan is a fiduciary financial advisor in Canton, Massachusetts, with 13 years in the industry. After a year at Citizens Securities, Jonathan joined Commonwealth Financial Network in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Jonathan holds the CFP® designation.
One of 34 advisors with offices in Canton, and one of 28 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office960 Turnpike Street Suite 1b, Canton, MA 02021
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – nowCommonwealth Financial NetworkCurrent firm
- Jan 2025 – Apr 2026Citizens Securities, Inc.Previously
- 2022 – 2025Commonwealth Financial NetworkPreviously
Contact Jonathan
960 Turnpike Street Suite 1bCanton, MA 02021Office · Get directions Firm main line(781) 736-0700Headquarters: Commonwealth Financial Network · Waltham, MA Firm websiteblog.commonwealth.com/independent-market-observer
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Jonathan Caplan. Jonathan works from the Canton, MA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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