Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Gadberry is a financial advisor with over 24 years of experience in the financial services industry. Jon is currently registered with Raymond James Financial Services Advisors, Inc. Jon has held previous roles with LPL Financial LLC, Raymond James Financial Services, Inc., BANCWEST INVESTMENT SERVICES, INC., PRIMEVEST FINANCIAL SERVICES, INC., and others. Jon holds FINRA Series 7, 24, 63, and 66 licenses. Jon has a diverse background, including experience in agriculture, banking, and investment services. Jon is a Registered Investment Advisor, and is licensed in multiple states. Jon works with a wide range of clients, including individuals, businesses, insurance companies, and charitable organizations. Jon specializes in financial planning, portfolio management, and pension consulting.
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
SD
08/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Sioux Falls SD)
SD
04/02/2018 - 08/22/2024
LPL FINANCIAL LLC (SIOUX FALLS SD)
SD
07/01/2014 - 05/17/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (SIOUX FALLS SD)
ND
05/17/2006 - 02/20/2007
BANCWEST INVESTMENT SERVICES, INC. (FARGO ND)
ND
11/16/2004 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (FARGO ND)
MN
04/25/2003 - 10/25/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
OK
05/17/1997 - 06/12/2000
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
CO
08/21/1995 - 05/17/1997
FINANCIAL ADVANTAGE BROKERAGE SERVICES, INC (GREENWOOD VILLAGE CO)
MN
10/26/1993 - 04/26/1995
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
WI
08/27/1992 - 11/15/1993
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
03/24/1988 - 09/03/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
10/16/1985 - 02/26/1988
ALLISON-WILLIAMS COMPANY
NA
06/19/1985 - 10/21/1985
LUTHERAN BROTHERHOOD SECURITIES CORP.
BOTH
Issued 6/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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