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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonah? Claim Your ProfileJonah B. Shafer is a financial advisor who has been in the industry for a few years. Jonah B. Shafer is currently registered with Mercer Global Advisors Inc. Jonah B. Shafer has previously been registered with Raymond James & Associates, Inc., Ameriprise Financial Services, LLC and Raymond James & Associates, Inc.. Jonah B. Shafer holds the Series 63, 66 and 7TO licenses. Jonah B. Shafer also holds the SIE exam certification. Jonah B. Shafer is also a Certified Financial Planner.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
CA
01/01/2025 - Present
Mercer Global Advisors Inc. (San Diego CA)
MI
08/03/2022 - 02/17/2023
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
IL
08/16/2019 - 06/22/2022
AMERIPRISE FINANCIAL SERVICES, LLC (CHICAGO IL)
MI
02/01/2019 - 04/08/2019
RAYMOND JAMES & ASSOCIATES, INC. (Portage MI)
BOTH
Issued 10/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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