Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Green is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jonathan has been in the financial industry for over two years. Jonathan is registered with the state of Florida as an Investment Advisor Representative and has been registered with the state of Florida as a Broker since 2022. Jonathan is also licensed to sell securities in 20 other states. Before joining Wells Fargo Advisors Financial Network, LLC, Jonathan worked as a financial advisor at Wells Fargo Clearing Services, LLC, and also has prior experience at other financial institutions. Jonathan specializes in providing financial advice to individuals and families, as well as institutional clients. Jonathan is dedicated to helping clients reach their financial goals and offers investment consulting, financial planning, and portfolio management services. Jonathan is also registered as the owner of Jonathan Green Capital LLC, an investment-related business in Boca Raton, FL.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
04/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
FL
09/22/2022 - 04/19/2024
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
BOTH
Issued 11/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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