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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 Campbell Hoy is a financial advisor with LaSalle St. Investment Advisors, LLC. Jonathan has been in the financial services industry since 1994 and has a variety of experience with previous roles at Equitable Advisors LLC, Commonwealth Financial Network and UVEST Financial Services Group, Inc. He is registered to provide investment advice in a number of states, including California, Florida, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Oregon, Rhode Island and Vermont. Jonathan specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/02/2024 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
MA
12/01/2020 - 08/08/2024
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
MA
01/03/2012 - 12/01/2020
COMMONWEALTH FINANCIAL NETWORK (NATICK MA)
MA
04/16/2003 - 12/31/2011
UVEST FINANCIAL SERVICES GROUP, INC. (NATICK MA)
RI
04/29/1996 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
03/08/1995 - 04/01/1996
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
01/28/1995 - 04/06/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/18/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 12/28/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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