Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Krueger is a financial advisor who has been in the industry since 1994. Jonathan is registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2008. Previously, Jonathan was registered with Multi-Financial Securities Corporation, MML Investors Services, Inc. and G. R. Phelps & Co., Inc. Jonathan is a licensed Series 6, 7, 63, and 65 advisor. Jonathan is registered in Arizona, California, Colorado, District of Columbia, Indiana, Nevada, New Mexico, Texas, Virginia, Washington, and Wisconsin. Jonathan specializes in providing financial planning services, investment management, and retirement planning to individuals and families.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
02/03/2021 - Present
Cambridge Investment Research Advisors, Inc. (ENGLEWOOD CO)
CO
12/16/1999 - 08/11/2008
MULTI-FINANCIAL SECURITIES CORPORATION (ENGLEWOOD CO)
MA
03/01/1996 - 12/16/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/10/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 03/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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