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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 Zulauf is a financial advisor with LPL Financial LLC based in ITASCA, IL. Jonathan has over 28 years of experience in the financial services industry. Before joining LPL Financial LLC, Jonathan was a financial advisor with Raymond James Financial Services, Inc. and Edward Jones. Jonathan specializes in providing financial planning and investment advice to individuals, families, and businesses. Jonathan is a registered representative with FINRA and holds the Series 7, Series 24, Series 52, and Series 63 securities licenses.
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
IL
08/09/2013 - Present
LPL Financial LLC (ITASCA IL)
FL
01/24/2005 - 01/28/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
12/16/1998 - 01/28/2005
EDWARD JONES (ST. LOUIS MO)
NY
08/27/1997 - 12/03/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
02/06/1996 - 07/30/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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