Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Keith is a financial advisor with over 13 years of experience in the industry. Jonathan currently works at LPL Financial LLC, a firm with a strong focus on providing a wide range of financial services, including financial planning, portfolio management, and investment advice for individuals, businesses, and institutions. Prior to joining LPL Financial LLC, Jonathan held roles at Infinex Investments, Inc. and Charles Schwab & Co., Inc., gaining valuable experience in different financial sectors. Jonathan is dedicated to assisting clients with their financial goals by developing customized strategies and providing personalized advice.
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.
Consulting and other non-discretionary advisory services
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
CA
11/30/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
LA
01/06/2020 - 11/30/2022
INFINEX INVESTMENTS, INC. (SHREVEPORT LA)
TX
05/12/2010 - 12/24/2019
CHARLES SCHWAB & CO., INC. (Southlake TX)
BOTH
Issued 06/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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