Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Adams is an Investment Advisor Representative at Fifth Third Wealth Advisors LLC. Jonathan is licensed to provide investment advisory services in Ohio and Texas. Jonathan has over 17 years of experience in the financial services industry. Jonathan's previous experience includes roles at Fidelity Brokerage Services LLC and Fifth Third Securities, Inc. Jonathan holds the Series 63, 66, 7, 9 and 10 licenses. Jonathan also holds the SIE. Jonathan is 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.
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.
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OH
01/16/2024 - Present
Fifth Third Wealth Advisors LLC (CINCINNATI OH)
OH
05/13/2020 - 08/29/2023
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
05/04/2006 - 04/07/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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