Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan B. Hatch is a financial advisor based in Salt Lake City, Utah. Jonathan is registered with LPL Financial LLC and has been working in the financial services industry since March 2006. Prior to joining LPL Financial LLC, Jonathan worked for Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, Inc. Jonathan holds Series 6, 63, and 65 licenses and the SIE exam. Jonathan has a strong track record of providing financial advice to individuals, businesses, and institutions. Jonathan has been recognized for his expertise in a variety of areas, including retirement planning, investment management, and insurance. Jonathan is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
1
2
UT
05/16/2024 - Present
LPL Financial LLC (Salt Lake City UT)
UT
03/25/2011 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (SALT LAKE CITY UT)
UT
07/30/2009 - 03/31/2011
HORNOR, TOWNSEND & KENT, INC. (SALT LAKE CITY UT)
UT
03/02/2006 - 07/30/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (SALT LAKE CITY UT)
IA
Issued 08/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Hatch is the right advisor for you? Invested Better is here to help.
