Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Greene is an Investment Advisor Representative with Schwab Wealth Advisory, Inc. Jonathan has over 25 years of experience in the financial services industry. Jonathan has passed the Series 63, 65, 7, and SIE exams. Jonathan is registered to provide investment advice in 36 states, including Florida, Texas, Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
FL
12/12/2021 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
06/08/2018 - 10/15/2021
EDWARD JONES (ORLANDO FL)
FL
06/06/2017 - 06/12/2018
KOVACK SECURITIES INC. (Winter Park FL)
FL
03/28/2011 - 06/08/2017
CAPITAL GUARDIAN, LLC (WINTER PARK FL)
FL
02/18/2005 - 03/28/2011
WELLS FARGO ADVISORS, LLC (LAKE MARY FL)
NY
03/07/1995 - 02/15/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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