Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Barrett is a financial advisor with Franklin Distributors, LLC, a firm headquartered in St. Petersburg, FL. Jonathan has been in the financial industry since March 19, 2005, and has a wide range of experience working with clients on their financial needs. Jonathan holds the Series 7 and Series 63 licenses. Jonathan has been registered with the Financial Industry Regulatory Authority (FINRA) since November 22, 2022 and is currently registered with the state of Florida. Jonathan is also licensed in 52 other states and districts.
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.
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.
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2
FL
11/22/2022 - Present
Franklin Distributors, LLC (St. Petersburg FL)
FL
08/06/2019 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
11/29/2007 - 10/08/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MO
05/23/2005 - 11/01/2007
KCD FINANCIAL, INC. (SEDALIA MO)
MN
06/22/2001 - 10/30/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 11/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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