Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Edward Drinkwater is a financial advisor with over 25 years of experience in the financial services industry. Jon has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Jon currently works with LPL Financial LLC. Previously, Jon was with H&R Block Financial Advisors, Inc., Ryan Beck & Co., Morgan Stanley DW Inc., and Ameriprise Financial Services, Inc.. Jon holds the Series 63, Series 65, Series 7, Series 52, and SIE licenses. Jon has a Certified Financial Planner designation.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
10/02/2024 - Present
LPL Financial LLC (JUPITER FL)
FL
10/06/2005 - 07/28/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (PALM BEACH GARDENS FL)
NJ
12/04/2002 - 11/02/2005
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
08/22/2001 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
10/20/1998 - 08/24/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 04/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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