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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan Cherry is an Investment Advisor Representative with Edelman Financial Engines in Dallas, Texas. Johnathan has been working in the financial services industry since 2001. He is a Certified Financial Planner and holds Series 7 and 66 securities licenses, as well as a Series 63 license. Johnathan has experience working with a range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
TX
11/01/2018 - Present
Edelman Financial Engines (DALLAS TX)
TX
08/08/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (DALLAS TX)
TX
05/20/2011 - 07/29/2016
USAA FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
07/24/2007 - 05/02/2011
FSC SECURITIES CORPORATION (DALLAS TX)
TX
07/24/2006 - 07/05/2007
A. G. EDWARDS & SONS, INC. (TYLER TX)
TX
04/14/2005 - 07/25/2006
AMERIPRISE FINANCIAL SERVICES, INC. (TYLER TX)
MN
04/14/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IL
11/16/2004 - 04/12/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
03/30/2001 - 10/20/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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