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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 Aland Luke is an investment advisor representative with Fidelity Personal and Workplace Advisors. Jonathan is also a registered investment advisor in Texas and Washington. Prior to joining Fidelity, Jonathan worked with Ameriprise Financial Services, LLC, PlanMember Securities Corporation, Princor Financial Services Corporation and Chase Investment Services Corp. Jonathan has been in the financial services industry since March 6, 2011.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
12/20/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
WA
02/24/2016 - 10/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (SEATTLE WA)
WA
04/11/2014 - 01/13/2016
PLANMEMBER SECURITIES CORPORATION (Lynnwood WA)
WA
08/16/2012 - 04/07/2014
PRINCOR FINANCIAL SERVICES CORPORATION (SEATTLE WA)
WA
08/24/2010 - 05/11/2012
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
IA
Issued 04/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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