Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Winegrad is a financial advisor with over 25 years of experience in the financial services industry. Jon is currently registered with Raymond James Financial Services Advisors, Inc. and provides financial advice to individuals and businesses. Jon has a wide range of experience in the financial services industry, including investment advisory services, financial planning, and portfolio management. Jon has worked with CETERA INVESTMENT SERVICES LLC, Jackson National Life Distributors LLC, Phoenix Equity Planning Corporation, Federated Securities Corp., and Prudential Securities Incorporated. Jon specializes in providing financial advice to high-net-worth individuals, corporations, and pension plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Montgomery TX)
TX
05/26/2018 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (Montgomery Texas TX)
CO
04/21/2006 - 04/13/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CT
09/17/2004 - 04/17/2006
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
PA
04/30/2002 - 10/05/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NY
01/29/1998 - 04/19/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Winegrad is the right advisor for you? Invested Better is here to help.
