Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Covington is an investment advisor representative registered with Vanguard Advisers, Inc. Jonathan has been in the financial services industry since 2019. Jonathan is licensed to provide investment advisory services in Arizona, Colorado, and Texas. Jonathan has passed the Series 63, 65, 7TO, and SIE exams. Jonathan is a graduate of Texas A&M University and has a background in Aerospace Engineering. Jonathan is also employed by The Vanguard Group, Inc., the parent company of Vanguard Advisers, Inc. Jonathan's background in engineering and financial services gives Jonathan a unique perspective on the investment industry.
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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2
TX
04/29/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
10/30/2019 - 04/18/2022
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
03/18/2019 - 10/31/2019
AXA ADVISORS, LLC (DALLAS TX)
IA
Issued 07/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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