Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonas? Claim Your ProfileJonas Benjamin Rees is an investment advisor representative at Captrust Financial Advisors. Jonas joined the firm in September 2020 and has been active in the industry since June 2022. Jonas is registered with the state of Michigan and holds a Series 65 license. Jonas specializes in working with charitable organizations, corporations, individuals, and pension plans. Jonas also provides financial planning, portfolio management, and selection of other advisors 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.
Guidance on pension options to ensure a secure financial future.
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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MI
10/31/2022 - Present
Captrust Financial Advisors (HOLLAND MI)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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