Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonas? Claim Your ProfileJonas Cash Everett is an active financial advisor who has been in the industry since January 8, 1995. Jonas is registered with LPL Financial LLC in Cedar Rapids, Iowa. Jonas's areas of expertise include: financial planning, portfolio management for individuals and businesses, and pension consulting. Jonas provides consulting and other non-discretionary advisory 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
08/13/2018 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
06/16/2008 - 09/07/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (CEDAR RAPIDS IA)
IA
11/01/2001 - 06/16/2008
NATIONAL PLANNING CORPORATION (CEDAR RAPIDS IA)
IA
02/07/1997 - 11/01/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MD
10/29/1996 - 01/23/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
DE
03/05/1996 - 11/04/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
11/09/1993 - 01/17/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/09/1993 - 01/17/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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