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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 Thomas Orben is an Investment Advisor Representative associated with Fisher Investments. Johnathon has been in the financial services industry since 1995. Johnathon's previous work experience includes roles at CHARLES SCHWAB & CO., INC., H&R BLOCK FINANCIAL ADVISORS, INC., BANC ONE SECURITIES CORPORATION, and OLDE DISCOUNT CORPORATION.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/24/2023 - Present
Fisher Investments (PLANO TX)
TX
11/20/2002 - 08/04/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
01/22/1998 - 10/14/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IL
07/29/1997 - 02/26/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
03/30/1995 - 06/26/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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