Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schubert is a financial advisor with Raymond James Financial Services Advisors, Inc., where he has been since April 2022. Before that, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Jonathan is registered to provide investment advice in 36 states and holds the Series 63, Series 66, Series 7, and SIE exams. Jonathan has over 20 years of experience in the financial services industry, providing a wide range of services to individuals, corporations, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
04/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Forest VA)
VA
01/13/2017 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LYNCHBURG VA)
VA
02/19/2003 - 01/17/2017
EDWARD JONES (BEDFORD VA)
BOTH
Issued 06/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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