Unclaimed
Jonathan Christopher Holcomb is a financial advisor with Wells Fargo Clearing Services, LLC. Jonathan Holcomb is registered with the state of Maryland as both a broker and an investment advisor. Jonathan Holcomb has been in the securities industry since 2015. Jonathan Christopher Holcomb's previous firm was J.P. Morgan Securities LLC. Jonathan Holcomb's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting, Financial Planning, and Investment Consulting Services to Institutional Clients.
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.
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.
Investment consulting services to institutional clients
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.
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MD
04/19/2024 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
MD
08/31/2021 - 03/16/2024
J.P. MORGAN SECURITIES LLC (Reisterstown MD)
IA
Issued 04/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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