Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan West is a financial advisor with LPL Financial LLC, and has been in the industry since 2016. Jonathan holds a variety of licenses, including the Series 6, 7, and 63, as well as the Uniform Investment Adviser Law Examination (Series 65). Jonathan is also a Certified Financial Planner. He is registered to provide investment advice in Arizona, California, Florida, Idaho, Illinois, Kentucky, Ohio, Oregon, Texas, Utah, and Washington. Jonathan is dedicated to providing financial planning and investment advice to individuals, families, and businesses.
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
CA
04/12/2018 - Present
LPL Financial LLC (LONG BEACH CA)
CA
10/30/2017 - 02/14/2018
SII INVESTMENTS, INC. (LONG BEACH CA)
CA
10/05/2017 - 10/30/2017
KESTRA INVESTMENT SERVICES, LLC (SEAL BEACH CA)
CA
09/12/2016 - 10/12/2017
PRUCO SECURITIES, LLC. (IRVINE CA)
IA
Issued 12/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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