Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Colby Winslow is a financial advisor with over 10 years of experience in the industry. Jonathan currently works with Creative Planning in their Altamonte Springs, FL office, and is registered with the state of Florida and Texas. Jonathan also holds a Series 66 and Series 7 license, as well as the SIE. Prior to joining Creative Planning, Jonathan held roles with LPL Financial LLC, Resources Investment Advisors, Inc., Bukaty Companies Financial Services, Water Oak Advisors LLC and Independent Financial Partners. Jonathan is also the owner of Winslow Financial Services, LLC, a tax preparation firm in Altamonte Springs, FL. Jonathan specializes in a variety of areas, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jonathan has been recognized with the Certified Financial Planner designation.
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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FL
08/28/2023 - Present
Creative Planning (ALTAMONTE SPRINGS FL)
FL
06/10/2011 - 04/01/2015
LPL FINANCIAL LLC (WINTER PARK FL)
BOTH
Issued 08/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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