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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 W. La mothe is a financial advisor with Snowden Capital Advisors LLC. Jon W. La mothe is a Registered Investment Advisor (RIA) and a Broker-Dealer (BD) in multiple states, including California, Colorado and Massachusetts. Jon W. La mothe has been in the industry since September 5, 1995, and has worked for both Snowden Capital Advisors LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jon W. La mothe specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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CA
12/08/2017 - Present
Snowden Capital Advisors LLC (PASADENA CA)
CA
09/06/1995 - 11/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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