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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 Allen Shimer is an investment advisor representative with Kestra Advisory Services, LLC. Jonathan has been in the financial services industry since 1997. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and holds the Series 7 and SIE licenses. He is also registered as an investment advisor representative in 18 states. Jonathan has experience working with individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans and other investment advisors. Jonathan’s practice includes financial planning, pension consulting, selection of other advisors and portfolio management.
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.
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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NC
06/05/2023 - Present
Kestra Advisory Services, LLC (RALEIGH NC)
DC
11/10/2000 - 04/17/2007
PRINCOR FINANCIAL SERVICES CORPORATION (WASHINGTON DC)
NY
10/22/1997 - 02/03/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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