Lincoln Investment
47yrs
Top advisor by experience at Lincoln Investment
4yrs
Jonathan Floe is a fiduciary financial advisor in Fort Washington, Pennsylvania, with 4 years in the industry. Jonathan joined Lincoln Investment in 2026, after three years at Morgan Stanley. Lincoln Investment offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 231 advisors with offices in Fort Washington, and one of 213 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office601 Office Center Drive Suite 300, Fort Washington, PA 19034
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowLincoln InvestmentCurrent firm
- 2023 – 2025Morgan StanleyPreviously
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 Lincoln Investment at 215-887-8111 and ask for Jonathan Floe. Jonathan works from the Fort Washington, PA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Jonathan hold?
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?
Lincoln Investment 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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