Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Vert is an investment advisor representative who has been in the industry since April 22, 2003. Jonathan is currently registered with Avantax Advisory Services and has been with the firm since January 2009. Jonathan is also registered with the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Maryland, Michigan, Minnesota, Missouri, Nevada, North Carolina, North Dakota, Ohio, Oregon, Rhode Island, Texas, Virginia, and Washington. Jonathan has passed the Series 6, 7, 63, and 66 exams. Jonathan is a licensed tax preparer/accountant and is the president of ATS Maple Valley Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WA
01/16/2009 - Present
Avantax Advisory Services (TUKWILA WA)
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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