Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Barbour Andrews is a financial advisor who has been in the industry since August 2009. Jonathan is currently registered with LPL Financial LLC. Jonathan has held previous roles at People's Securities, Inc. in Watertown, CT. Jonathan is a Series 6, 7, 63 and 65 licensed advisor. Jonathan specializes in providing financial planning and investment advice to individuals, families, and businesses. Jonathan is committed to helping clients achieve their financial 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.
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
CT
08/17/2022 - Present
LPL Financial LLC (FARMINGTON CT)
CT
09/30/2014 - 08/17/2022
PEOPLE'S SECURITIES, INC. (Farmington CT)
CT
08/26/2009 - 09/29/2014
PEOPLE'S SECURITIES, INC. (WATERTOWN CT)
IA
Issued 10/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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