Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Mitchell Watson is a financial advisor who has been in the industry for over 20 years. Jon is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Lubbock, Texas. Prior to joining Raymond James, Jon was a financial advisor with LPL FINANCIAL LLC for 10 years. Jon is dedicated to providing his clients with personalized financial advice and guidance. Jon has a wide range of experience in financial planning, portfolio management, and investment advice.
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
02/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (Lubbock TX)
TX
04/17/2017 - 02/26/2024
LPL FINANCIAL LLC (LUBBOCK TX)
TX
10/11/2011 - 11/23/2015
LPL FINANCIAL LLC (LUBBOCK TX)
TX
08/08/2006 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (LUBBOCK TX)
TX
09/09/2003 - 08/09/2006
WELLS FARGO INVESTMENTS, LLC (LUBBOCK TX)
NY
06/22/2001 - 09/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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