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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 Andrew Marcus is an investment advisor representative with Hightower Advisors, LLC, a registered investment advisor. Jonathan has been in the securities industry since 2008. He is licensed to offer securities and advisory services in California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, North Carolina, and Vermont. Jonathan holds the Series 7, 9, 10, 63, and 65 licenses as well as the SIE certification. He also has earned the Certified Financial Planner designation. Prior to joining Hightower Advisors, Jonathan worked for Raymond James Financial Services, Inc. He is committed to providing personalized financial advice to individuals and families. Jonathan focuses on developing long-term financial plans that help clients achieve their goals.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
02/09/2021 - Present
Hightower Advisors, LLC (Lexington MA)
MA
03/26/2008 - 01/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEVERLY MA)
IA
Issued 10/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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