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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Aaron Isaacson is a financial advisor at Wells Fargo Clearing Services, LLC with over 30 years of experience in the industry. He specializes in working with individuals, corporations, and charitable organizations to create customized financial plans and manage their investments. Jonathan has worked previously at A. G. EDWARDS & SONS, INC. and HEFREN-TILLOTSON, INC. His credentials include holding both Series 7 and Series 63 licenses. Jonathan holds both a Broker-Dealer and Investment Advisor Representative registrations in multiple states. He is committed to providing clients with a personalized approach to financial planning and investment management.
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.
Investment consulting services to institutional clients
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
PA
08/26/2018 - Present
Wells Fargo Clearing Services, LLC (PITTSBURGH PA)
PA
11/29/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSBURGH PA)
NA
06/24/1986 - 12/01/1988
HEFREN-TILLOTSON, INC.
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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