Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Collison is a financial advisor with PFS Investments Inc. Jonathan is licensed to provide financial advice in California, Florida, Georgia and Kentucky. Jonathan specializes in financial planning and portfolio management for individuals. Jonathan has been in the financial services industry since June 26, 2024. Jonathan has passed the Series 63, Series 26 and Series 6TO exams. Jonathan is also licensed to sell securities in the United States. Jonathan works out of the Riverside, CA office.
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.
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.
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CA
06/27/2024 - Present
PFS Investments Inc. (RIVERSIDE CA)
BC
Issued 06/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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