Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cody Williams is a financial advisor with The Leaders Group, Inc. Jonathan has been in the financial industry since November 1, 2012, and has a wide range of experience in the financial services industry. Jonathan has a Series 6, 7, 24 and 63 licenses as well as the SIE exam. Jonathan is registered in 29 states. Prior to joining The Leaders Group, Inc., Jonathan worked at JEFFERSON NATIONAL SECURITIES CORPORATION.
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.
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.
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2
KY
02/21/2017 - Present
THE Leaders Group, Inc. (Louisville KY)
OH
10/14/2011 - 02/01/2016
JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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