Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Allen House is a financial advisor based in Watkinsville, GA. Jonathan has been in the financial services industry since May 2011 and is currently registered with LPL Financial LLC. Prior to joining LPL Financial, Jonathan has worked with firms like Raymond James Financial Services, Inc. and SunTrust Investment Services, Inc. Jonathan holds the Series 7, Series 66 and SIE licenses and is registered in several states including Colorado, Connecticut, Florida, Georgia, Indiana, Kentucky, Michigan, Montana, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Washington, and West Virginia. Jonathan offers a wide range of financial advisory services including financial planning, portfolio management for individuals and businesses, and consulting.
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
GA
03/03/2023 - Present
LPL Financial LLC (WATKINSVILLE GA)
GA
04/27/2018 - 03/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WATKINSVILLE GA)
GA
03/25/2015 - 05/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (ATHENS GA)
GA
05/19/2011 - 03/25/2015
VOYA FINANCIAL ADVISORS, INC. (WATKINSVILLE GA)
BOTH
Issued 06/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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