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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathon? Claim Your ProfileJohnathon Quinones is a financial advisor with Edward Jones, a firm with over 20,000 licensed agents and registered representatives. Johnathon is a registered representative in several states including Arizona, California, Colorado, Florida, Idaho, South Carolina, Texas, Utah, and Washington. He is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Johnathon has over 9 years of experience in the financial services industry and offers financial planning, pension consulting, and portfolio management services for businesses and individuals.
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
CA
05/28/2024 - Present
Edward Jones (LONG BEACH CA)
CA
01/05/2022 - 05/16/2024
WELLS FARGO CLEARING SERVICES, LLC (BUENA PARK CA)
CA
03/20/2015 - 11/20/2021
J.P. MORGAN SECURITIES LLC (WHITTIER CA)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
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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