Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Wilson is a financial professional with over 35 years of experience in the industry. Jon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., as a Registered Representative and Investment Advisor Representative in Utah and Texas. Jon has also held prior registrations with Citigroup Global Markets Inc., CitiStreet Equities LLC, Salomon Smith Barney Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kidder, Peabody & Co. Incorporated, Cannon & Spencer, E. F. Hutton & Company Inc, and Waddell & Reed, Inc. Jon has a strong background in investment products, including securities, futures managed funds, and investment company products. Jon is committed to providing clients with personalized financial guidance and investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
UT
01/20/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OGDEN UT)
UT
05/17/2005 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
NJ
05/03/2001 - 05/13/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
06/02/2000 - 04/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/01/1989 - 05/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/11/1987 - 11/16/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/13/1987 - 08/25/1988
CANNON & SPENCER
NA
01/26/1984 - 02/08/1985
E. F. HUTTON & COMPANY INC
NA
10/24/1983 - 11/21/1983
WADDELL & REED, INC.
IA
Issued 10/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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