Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Reynolds is a financial advisor with over 25 years of experience in the financial services industry. Jon has held numerous positions in the industry, including at A. G. Edwards & Sons, Inc., Wells Fargo Advisors, LLC, and SA Stone Wealth Management Inc. Currently, Jon is registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Jon holds Series 7, 63, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Jon offers financial planning services, portfolio management, and other non-discretionary advisory services to individual and business clients.
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
MS
07/05/2023 - Present
LPL Financial LLC (PASCAGOULA MS)
MS
07/06/2009 - 07/05/2023
SA STONE WEALTH MANAGEMENT INC. (PASCAGOULA MS)
MS
01/01/2008 - 07/06/2009
WELLS FARGO ADVISORS, LLC (PASCAGOULA MS)
MS
08/14/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PASCAGOULA MS)
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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