Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Aaron Odell is a financial advisor with Edward Jones, a firm with over $824 billion in regulatory assets under management. Jonathan has been in the financial industry since 1999 and holds Series 7, 9, 10, 24, 63 and 66 licenses. He has been registered with the state of Missouri since 1999 and is currently registered with Edward Jones in Missouri. Jonathan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
See schedule d - miscellaneous
1
2
MO
06/15/2017 - Present
Edward Jones (Oakland MO)
MO
01/01/2008 - 09/12/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
09/15/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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