Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Spector is a financial advisor who has been in the industry since 2008. Jonathan is registered with EP Wealth Advisors in Walnut Creek, CA and holds Series 66, 7 and SIE licenses. Prior to joining EP Wealth Advisors, Jonathan worked at Prospera Financial Services, Inc., TD Ameritrade, Inc. and AXA Advisors, LLC. Jonathan is a Certified Financial Planner and specializes in retirement planning. Jonathan works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations and pension and profit-sharing plans.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/30/2019 - Present
EP Wealth Advisors (Walnut Creek CA)
CA
05/06/2013 - 11/20/2014
PROSPERA FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
05/20/2009 - 04/08/2013
TD AMERITRADE, INC. (ENCINO CA)
CA
03/24/2008 - 04/28/2009
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 04/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jonathan Spector is the right advisor for you? Invested Better is here to help.
