Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Jonathan Landsman is a financial advisor at Edward Jones. Dean has been in the financial services industry since 1997. Dean has a Series 7, Series 6, Series 26, and Series 63 license and is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT. Dean is registered in 34 states. Dean's firm manages approximately $10 billion - $50 billion in assets and has approximately 27,895 clients. The firm's compensation arrangements include fixed fees, percentage of assets, and other.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
08/19/2014 - Present
Edward Jones (ST PETERSBURG FL)
FL
12/16/1998 - 10/29/1999
WITTNER SECURITIES, INC. (BOCA RATON FL)
CO
04/16/1997 - 09/17/1999
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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