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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 Bruce Works is a financial advisor with Raymond James Financial Services Advisors, Inc., who has been in the industry since 2020. Johnathan is registered in 51 states and 3 jurisdictions for both securities and investment advisory services. Johnathan holds Series 7TO, Series 63, and Series 65 licenses. Johnathan specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans. Johnathan also works for First Investments and Planning and FNBO as an Associate/Employee.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
KS
07/08/2024 - Present
Raymond James Financial Services Advisors, Inc. (Overland Park KS)
KS
02/04/2020 - 07/16/2024
AMERICAN CENTURY INVESTMENT SERVICES INC. (LEAWOOD KS)
IA
Issued 07/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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