Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bourgeois is a financial advisor with over 13 years of experience in the industry. Jonathan is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Jonathan holds licenses for both securities and investment advising. Jonathan is also registered in several states, including California, Texas, Arizona, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Michigan, Mississippi, Nevada, Ohio, Oregon, South Carolina, Tennessee, Virginia, and Washington. Jonathan specializes in working with high net worth individuals, corporations, and pension and profit-sharing plans. Previously, Jonathan worked for Wells Fargo Advisors LLC and Wells Fargo Bank NA.
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.
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.
Investment consulting services to institutional clients
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
CA
06/04/2013 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
07/05/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DEL MAR CA)
IA
Issued 04/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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