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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Burklund is an investment advisor representative with Alphastar Capital Management. Jonathan is also licensed as an insurance agent with Riverdog Insurance and devotes a portion of their professional time to this role. Jonathan has been working in the financial services industry since 2011. Jonathan specializes in providing financial planning, pension consulting, and portfolio management for individuals. Jonathan holds a Series 65 license.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-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.
A percentage of the total value of assets under management is charged.
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NC
05/29/2024 - Present
Alphastar Capital Management (CORNELIUS NC)
IA
Issued 03/20/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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