Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon David Ardell is a financial advisor who has been in the industry since 1986. Jon is currently registered with Wells Fargo Clearing Services, LLC in Flagstaff, Arizona. Jon has previously worked with Morgan Stanley, UBS Financial Services Inc, and Lehman Brothers Inc. Jon has passed the Series 3, Series 7, Series 63, and Series 65 exams. Jon has been involved in financial consulting for over 35 years.
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
AZ
01/06/2017 - Present
Wells Fargo Clearing Services, LLC (FLAGSTAFF AZ)
CA
06/01/2009 - 01/17/2017
MORGAN STANLEY (BAKERSFIELD CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BAKERSFIELD CA)
CA
11/10/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BAKERSFIELD CA)
NV
06/03/1993 - 12/05/2005
UBS FINANCIAL SERVICES INC. (INCLINE VILLAGE NV)
NY
04/11/1988 - 06/16/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/19/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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