Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Adam Jagolinzer is a financial advisor affiliated with Commonwealth Financial Network. Jonathan has been in the financial services industry since 2005. He has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals. Jonathan provides a range of financial services, including financial planning, portfolio management, and investment advice. He is also a Certified Financial Planner, which means that he has met rigorous educational and experience requirements and has passed a comprehensive examination. Jonathan is registered with the Securities and Exchange Commission as well as with several states. Jonathan is a trusted advisor who can help you with all of your financial planning needs.
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.
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
VA
09/29/2014 - Present
Commonwealth Financial Network (MCLEAN VA)
VA
08/25/2005 - 10/03/2014
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
MN
08/25/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Jagolinzer is the right advisor for you? Invested Better is here to help.
