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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Paul Arnold is an Investment Advisor Representative at Rockport Wealth Advisors. Jon Paul has been in the financial services industry since 2001. Jon Paul holds Series 6, 7, 63, 66, 24, and SIE licenses. Jon Paul Arnold is currently registered with Rockport Wealth Advisors in Ohio. Previously, Jon Paul worked at Investcorp, Inc., Sagepoint Financial, Inc., LPL Financial Corporation, Stifel, Nicolaus & Company, Incorporated, NYLIFE Securities Inc., and New England Securities. Jon Paul's experience and expertise include financial planning, portfolio management, educational seminars, and consultation services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consultation 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
01/02/2024 - Present
Rockport Wealth Advisors (FAIRVIEW PARK OH)
OH
02/14/2012 - 07/07/2020
INVESTACORP, INC. (CANFIELD OH)
OH
05/05/2010 - 02/10/2012
SAGEPOINT FINANCIAL, INC. (BOARDMAN OH)
OH
03/16/2006 - 05/20/2010
LPL FINANCIAL CORPORATION (BOARDMAN OH)
OH
02/06/2004 - 03/21/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (YOUNGSTOWN OH)
NY
05/15/2002 - 03/01/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
01/16/2001 - 03/05/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 08/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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