Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Barr is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with LPL Financial LLC in San Jose, California. Before joining LPL Financial, Jonathan worked at Transamerica Financial Advisors, Inc., World Group Securities, Inc., SagePoint Financial, Inc., SunAmerica Securities, Inc. and WMA Securities, Inc. Jonathan holds Series 6, 7, 63 and 66 licenses. Jonathan provides financial planning and investment advice to individuals, businesses, and families.
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.
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2
CA
06/29/2018 - Present
LPL Financial LLC (SAN JOSE CA)
CA
01/06/2012 - 07/02/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN JOSE CA)
CA
03/10/2010 - 01/06/2012
WORLD GROUP SECURITIES, INC. (SAN JOSE CA)
NV
10/31/2005 - 12/23/2009
SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)
AZ
07/25/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
09/04/1999 - 02/06/2001
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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