Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonas? Claim Your ProfileJonas Lowell Rodriguez-jones is a financial advisor with over 20 years of experience in the financial services industry. Jonas is currently registered with Charles Schwab & CO., Inc. and provides financial planning and advisory services to clients in Maryland and other states. Prior to joining Charles Schwab, Jonas worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Jonas holds a Series 7, Series 9, Series 10, Series 63, Series 66, and Series 99TO licenses. Jonas 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MD
02/15/2018 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
MD
09/23/2022 - 05/19/2024
TD AMERITRADE, INC. (Gaithersburg MD)
MD
08/18/2000 - 01/25/2018
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
BOTH
Issued 09/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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