Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Andrew Moyer is a financial professional with over 15 years of experience in the industry. Jonathan is currently registered with CWM, LLC, and has previously worked for a variety of firms, including CETERA ADVISOR NETWORKS LLC, FIRST ALLIED SECURITIES, INC., LPL FINANCIAL LLC, PNC INVESTMENTS, VALIC FINANCIAL ADVISORS, INC., GENEOS WEALTH MANAGEMENT, INC., UNIVEST INVESTMENTS, INC., and AXA ADVISORS, LLC. Jonathan is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Jonathan is registered to provide investment advisory services in Pennsylvania and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
PA
11/21/2023 - Present
CWM, LLC (Doylestown PA)
PA
10/20/2017 - 12/31/2023
CETERA ADVISOR NETWORKS LLC (DOYLESTOWN PA)
PA
06/05/2015 - 11/16/2015
FIRST ALLIED SECURITIES, INC. (SOUTHAMPTON PA)
PA
10/20/2014 - 05/15/2015
LPL FINANCIAL LLC (FRAZIER PA)
PA
02/08/2013 - 10/09/2014
PNC INVESTMENTS (PHOENIXVILLE PA)
PA
09/01/2011 - 01/31/2013
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
PA
09/23/2010 - 07/05/2011
GENEOS WEALTH MANAGEMENT, INC. (HARLEYSVILLE PA)
PA
02/14/2007 - 08/05/2010
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
NY
05/03/2001 - 08/09/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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