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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 Arntz is a financial advisor with Seia LLC, a firm that has been serving clients since 2024. Jonathan has been working in the financial services industry since 1991 and is a Certified Financial Planner. Jonathan has a strong track record of success in providing financial planning and portfolio management services to individuals, businesses, and institutions. Jonathan has extensive experience in the investment industry, having worked at various firms, including Securities America, Inc., Cedar Brook Financial Partners, LLC/DBA Cedar Brook Group, and Cadaret, Grant & Co., Inc. Jonathan holds a Series 7, Series 6, Series 63, and Series 65 licenses and is registered in multiple states to provide investment advice. Jonathan's clients can expect to receive personalized and comprehensive financial advice. Jonathan's primary focus is on helping clients achieve their financial goals through investment strategies, financial planning, and wealth 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.
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.
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2
CA
06/24/2024 - Present
Seia (LOS ANGELES CA)
OH
04/07/2021 - 06/17/2024
CADARET, GRANT & CO., INC. (Cleveland OH)
MI
11/12/2002 - 04/13/2021
SECURITIES AMERICA, INC. (WEST BLOOMFIELD MI)
GA
03/06/2001 - 11/12/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MI
10/01/1998 - 03/02/2001
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
CT
09/27/1996 - 10/01/1998
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
10/15/1993 - 10/01/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
07/16/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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