Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hess is a financial advisor with over 28 years of experience in the industry. Jonathan is registered with Stifel, Nicolaus & Company, Inc., and is currently licensed in 31 states and two U.S. territories. Previously, Jonathan worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Jonathan is a Series 7 and Series 63 licensed professional and holds the SIE and Series 65 certifications. Jonathan specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, pooled investment vehicles, and banking or thrift institutions. Jonathan offers financial planning, portfolio management, educational seminars, pension consulting, and selection of other advisors.
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.
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
MN
08/30/2022 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
MN
01/01/2008 - 09/06/2022
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
MN
05/31/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MINNETONKA MN)
IA
Issued 03/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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