Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Crosby is a financial advisor in Phoenix, Arizona, with over 8 years of experience. Jonathan is a registered representative of Schwab Wealth Advisory, Inc. and holds Series 7, Series 66, and SIE licenses. Jonathan is also a Certified Financial Planner (CFP). Jonathan has worked at several firms, including PRIVATE CLIENT SERVICES, LLC, BBVA Securities Inc. and RFG Advisory, 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AL
01/09/2019 - 12/09/2020
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
AL
07/28/2015 - 06/21/2017
BBVA SECURITIES INC. (BIRMINGHAM AL)
BOTH
Issued 03/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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