Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Charles Tyler is a financial professional with over 15 years of experience in the financial services industry. Jonathan has a broad range of experience in the financial industry, including working for USAA Investments, USAA Financial Advisors, Inc., E*TRADE Securities LLC and City National Securities, Inc. Jonathan is a registered representative and investment advisor representative with City National Securities, Inc. and has passed several industry exams, including Series 63, 65, 7 and 24. Jonathan holds licenses in several states and is actively involved in providing financial advice to clients. He is committed to helping individuals, families, and businesses reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
CA
01/27/2025 - Present
City National Securities, Inc. (LOS ANGELES CA)
TX
02/27/2012 - 02/27/2014
USAA INVESTMENTS (SAN ANTONIO TX)
TX
08/02/2010 - 03/06/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
GA
11/02/2005 - 01/05/2009
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 06/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/27/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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