Unclaimed
Jonathan Blount is a financial advisor with over 11 years of experience in the industry. Jonathan is currently registered with LPL Financial LLC and has previously worked with Edward Jones and PFS Investments Inc. Jonathan is licensed to offer securities in Arkansas, Louisiana, Maryland, Mississippi, Missouri, and Texas. Jonathan specializes in financial planning, portfolio management, and consulting services. Jonathan has a strong commitment to providing clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
10/14/2016 - Present
LPL Financial LLC (RUSTON LA)
LA
11/12/2013 - 10/04/2016
EDWARD JONES (JONESBORO LA)
TX
11/24/2009 - 11/14/2013
PFS INVESTMENTS INC. (CEDAR PARK TX)
BOTH
Issued 02/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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