Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Caleb Monson is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Jonathan has over 10 years of experience in the financial services industry. He is a registered representative with FINRA and holds licenses in multiple states including Minnesota, Nevada, Arizona, California, Florida, Illinois, New York, South Dakota, and Wisconsin. Jonathan earned the Series 63, Series 7, and SIE licenses. Jonathan specializes in portfolio management for individuals and businesses, pension consulting, financial planning, and educational seminars. Jonathan has previously worked with Ameriprise Financial Services, Inc. in Minneapolis, MN.
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.
See schedule d - miscellaneous
1
2
MN
01/09/2024 - Present
UBS Financial Services Inc. (MINNEAPOLIS MN)
MN
07/25/2012 - 05/03/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 07/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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