Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brummel is an investment advisor representative. Jonathan is registered with Cetera Investment Advisers LLC. Jonathan has been in the industry since 2012. Jonathan is licensed in 6 states: Georgia, Florida, Illinois, New York, Virginia. Jonathan has been affiliated with Truist Investment Services, Inc., Wells Fargo Clearing Services, LLC, SunTrust Investment Services, Inc., Wells Investment Securities, Inc., and Cetera Investment Advisers LLC. Jonathan specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
GA
09/18/2023 - Present
Cetera Investment Advisers LLC (MARIETTA GA)
GA
02/22/2019 - 09/07/2023
TRUIST INVESTMENT SERVICES, INC. (MARIETTA GA)
GA
02/07/2014 - 02/06/2019
WELLS FARGO CLEARING SERVICES, LLC (LILBURN GA)
GA
11/05/2013 - 02/04/2014
SUNTRUST INVESTMENT SERVICES, INC. (ROSWELL GA)
GA
03/02/2011 - 05/31/2012
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
BOTH
Issued 7/3/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/7/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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