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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Aiken Sweet is a financial advisor registered with Commonwealth Financial Network. Jonathan has been in the industry since September 10, 1984, and has extensive experience in providing financial advice and investment management services. Commonwealth Financial Network is an independent broker-dealer and registered investment advisor with a long history of serving individual investors, families, and businesses. Jonathan has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Jonathan holds the Series 6, 7, 22, 24, and 63 licenses, as well as the SIE certification, and 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.
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
MA
09/26/2022 - Present
Commonwealth Financial Network (REHOBOTH MA)
MN
09/11/1984 - 01/29/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
09/11/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 09/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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