Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Conrad Ferro is a financial professional with over 10 years of experience in the financial services industry. Jonathan is currently a registered representative with Synovus Securities, Inc. and is licensed in Florida, Georgia, and Nevada. Jonathan's previous experience includes roles with Edward Jones, Cetera Investment Services LLC, LPL Financial LLC, CUNA Brokerage Services, Inc., Fidelity Brokerage Services LLC, Compass Brokerage, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan holds the Series 63, 66, and 7 securities licenses as well as the SIE exam. Jonathan is also a Certified Financial Planner.
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.
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.
Tax related services, administrative services
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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2
FL
08/16/2023 - Present
Synovus Securities, Inc. (PORT CHARLOTTE FL)
FL
07/31/2020 - 01/24/2022
EDWARD JONES (PONTE VEDRA BEACH FL)
MN
07/02/2018 - 08/05/2020
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
FL
03/18/2014 - 05/08/2017
LPL FINANCIAL LLC (FLEMING ISLAND FL)
FL
08/10/2012 - 03/20/2014
CUNA BROKERAGE SERVICES, INC. (ORANGE PARK FL)
FL
06/09/2011 - 09/27/2011
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
04/20/2007 - 07/20/2007
COMPASS BROKERAGE, INC. (JACKSONVILLE FL)
NY
06/02/2004 - 01/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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