Unclaimed
Johnathan Strong is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Johnathan has been in the financial industry for over 8 years and holds both Broker-Dealer and Investment Advisor licenses. They are registered in Montana and Texas as well as 30 other states. Johnathan is a Certified Financial Planner and Chartered Financial Consultant and has a wide range of experience in financial planning, portfolio management, and investment consulting. They are committed to providing personalized financial advice and helping clients reach their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
MT
09/27/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Missoula MT)
MT
03/10/2017 - 10/09/2023
EDWARD JONES (MISSOULA MT)
MT
08/13/2015 - 03/03/2017
S.G. LONG & COMPANY (MISSOULA MT)
BOTH
Issued 09/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2014
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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