Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Parkhurst is a financial advisor with Cambridge Investment Research Advisors, Inc. Jon has over 20 years of experience in the financial services industry. Jon is registered to provide investment advice in 25 states and is a Certified Financial Planner. Jon has been with Cambridge Investment Research Advisors, Inc. since 2011. Prior to that, Jon worked at Tower Square Securities, Inc. Jon specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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.
Solicitation fees from 3rd party money managers
1
2
OH
11/07/2011 - Present
Cambridge Investment Research Advisors, Inc. (STRONGSVILLE OH)
OH
10/22/2002 - 11/10/2011
TOWER SQUARE SECURITIES, INC. (STRONGSVILLE OH)
BOTH
Issued 11/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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