Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Conover is an investment advisor representative with PFS Investments Inc. Jonathan has been in the securities industry since January 30, 2013. Jonathan is registered with the state of Pennsylvania as an investment advisor representative, and is registered with the state of Texas as an investment advisor representative. Jonathan holds the Series 6, Series 63, Series 26, and SIE securities licenses. Jonathan's office is located at 200 SPRING RIDGE DR, STE 100, READING, PA 19610. Jonathan can also be found in the Wyomissing, PA branch. Jonathan specializes in providing portfolio management for individuals.
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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2
PA
01/30/2023 - Present
PFS Investments Inc. (READING PA)
IA
Issued 12/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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