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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 Blake Pope is a financial advisor registered with Fidelity Personal And Workplace Advisors. Jonathan has been in the financial services industry since September 18, 2000. Jonathan has held previous roles with Fortress Private Ledger, LLC, Scottrade, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jonathan has a Series 66, Series 10, Series 9, Series 24, Series 52TO, Series 6TO, Series 22TO, SIE, and Series 7 license. Jonathan is currently registered in North Carolina and Texas. Jonathan is a Registered Representative and Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
10/26/2018 - 10/25/2021
FORTRESS PRIVATE LEDGER, LLC (Raleigh NC)
NC
10/06/2000 - 03/09/2018
SCOTTRADE, INC. (DURHAM NC)
MN
05/18/2000 - 08/17/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/18/2000 - 08/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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