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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Christopher Vinge is an investment advisor representative with Kestra Advisory Services, LLC, and has been in the industry since 2001. Jon specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Jon has a deep understanding of the investment industry and is committed to providing his clients with the highest level of service. Jon's commitment to his clients is evidenced by his impressive track record of success. Jon is also an active member of the financial community, where he is respected for his expertise and his willingness to share his knowledge with others. Jon's previous experience includes working with InterVest International Equities Corporation and Centara Capital Securities, Inc. In addition to his investment advisory services, Jon also holds licenses in both broker-dealer and investment advisor roles.
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.
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2
TX
08/17/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
WA
08/13/2007 - 06/06/2023
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Seattle WA)
CA
05/09/2006 - 08/15/2007
CENTARA CAPITAL SECURITIES, INC. (SAN DIEGO CA)
CA
09/21/2001 - 05/04/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
IA
Issued 07/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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