Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Gehle is a financial advisor registered with Wedbush Securities Inc. since 2007. Jon has been in the financial services industry since 1989. Jon offers financial planning, pension consulting and educational seminars. Jon also provides portfolio management for businesses and individuals. Jon has an active registration with the state of Washington for both securities and investment advisory activities. Jon is also registered as a Registered Representative in Alaska, Arizona, California, Florida, Idaho, Massachusetts, New Hampshire, Ohio, Oregon, South Carolina and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/22/2007 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
NJ
04/15/1997 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MI
07/16/1991 - 04/15/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
MN
04/08/1991 - 04/29/1991
AMEV INVESTORS, INC. (OAKDALE MN)
WA
01/01/1990 - 12/01/1990
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NA
06/23/1988 - 04/19/1989
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jon Gehle is the right advisor for you? Invested Better is here to help.
