Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cochran is a financial advisor in Rapid City, SD, who has been working in the financial industry since 1994. Jonathan is currently registered with Osaic Wealth, Inc. and holds the Series 6, Series 63, and SIE licenses. Jonathan has expertise in various financial areas including financial planning, pension consulting, portfolio management, and educational seminars. Jonathan has a proven track record of providing exceptional financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
SD
06/14/2024 - Present
Osaic Wealth, Inc. (RAPID CITY SD)
SD
12/17/2021 - 06/14/2024
SECURITIES AMERICA, INC. (RAPID CITY SD)
SD
12/08/2017 - 12/17/2021
SECURITIES MANAGEMENT & RESEARCH, INC. (Rapid City SD)
SD
06/05/2003 - 12/14/2017
FBL MARKETING SERVICES, LLC (RAPID CITY SD)
NY
04/02/1996 - 06/04/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/02/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CT
11/14/1995 - 04/13/1996
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
09/14/1994 - 08/15/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/14/1994 - 08/15/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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