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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cabigas Ferrer is a financial advisor currently associated with LPL Financial LLC in SAN DIEGO, CA. Jonathan has been in the financial services industry since May 2012. Jonathan has passed the Series 7, Series 66, Series 24, Series 4, and Series 52TO exams, and is registered to provide securities and investment advisory services in 53 states and territories. In addition to their current role with LPL Financial LLC, Jonathan previously worked at LUCIA SECURITIES, LLC, J.W. COLE FINANCIAL, INC., and FINANCIAL ADVISERS OF AMERICA, LLC.
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.
1
2
CA
09/01/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
06/23/2014 - 12/31/2020
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
05/10/2013 - 06/24/2014
J.W. COLE FINANCIAL, INC. (CARLSBAD CA)
CA
05/24/2012 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
BOTH
Issued 08/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/30/2022
Series 4 - Registered Options Principal Examination
BC
Issued 11/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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