Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Chad Haynes is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in North Carolina, and has been in the industry since April 1997. Jonathan has passed the Series 63, 65, 7, 9, 10 and SIE examinations. Jonathan is also registered with the states of Arizona, California, Florida, Georgia, Louisiana, Maine, Massachusetts, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Previous firms where Jonathan worked include UBS Financial Services Inc. and Wachovia Securities, Inc. Jonathan offers a range of investment advisory services including portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, educational seminars and hourly and fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
12/15/2023 - Present
Raymond James Financial Services Advisors, Inc. (WINSTON SALEM NC)
NJ
08/11/2000 - 10/13/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
05/01/1997 - 08/18/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 01/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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