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 Young is a financial advisor with Burnham Gibson Wealth Advisors, LLC. Jonathan has been in the financial services industry since 2008, and has experience with a variety of investment strategies and financial planning services. Jonathan specializes in helping individuals and families achieve their financial goals. Jonathan is a Registered Representative of Burnham Gibson Wealth Advisors, LLC and a Registered Investment Advisor in California and Idaho. Jonathan is also an insurance agent for Equitable Advisors, 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.
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.
Value of plan assets
1
2
ID
06/28/2023 - Present
Burnham Gibson Wealth Advisors, LLC (Boise ID)
CA
05/18/2022 - 12/21/2022
LPL FINANCIAL LLC (IRVINE CA)
CA
02/08/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (IRVINE CA)
CA
05/24/2012 - 01/23/2018
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CA
03/29/2011 - 05/16/2012
COMPAK SECURITIES, INC. (NEWPORT BEACH CA)
CA
01/25/2008 - 02/09/2010
EDWARD JONES (LONG BEACH CA)
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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