Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bass is a financial advisor with TD Private Client Wealth LLC. Jonathan has over 25 years of experience in the financial services industry. Jonathan is registered with the states of Connecticut, Florida, New Jersey, New York, and Pennsylvania. Jonathan provides financial advice to individuals, corporations, and institutions. Jonathan specializes in financial planning, portfolio management, and retirement planning. Jonathan has been a financial advisor with TD Private Client Wealth LLC since 2023. Previously, Jonathan worked as a financial advisor with Wells Fargo Advisors LLC, Cetera Investment Services LLC, and J.P. Morgan Securities LLC. Jonathan is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/09/2024 - Present
TD Private Client Wealth LLC (Fort Lauderdale FL)
FL
10/14/2022 - 03/14/2023
CETERA INVESTMENT SERVICES LLC (FORT LAUDERDALE FL)
FL
06/12/2019 - 06/18/2022
J.P. MORGAN SECURITIES LLC (TAMARAC FL)
FL
01/09/2009 - 03/05/2018
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
NY
11/16/2004 - 02/02/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/12/1997 - 11/16/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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