Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cortlandt Leslie is a financial advisor with LPL Enterprise, LLC, a financial services firm located in Lake Oswego, OR. Jonathan has been in the financial services industry since 2007. Jonathan holds Series 6, 7, and 66 securities licenses and is a Certified Financial Planner. Jonathan previously worked for Fidelity Brokerage Services LLC and GWFS Equities, INC. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
A percentage of the total value of assets under management is charged.
1
2
OR
11/14/2024 - Present
LPL Enterprise, LLC (LAKE OSWEGO OR)
OR
09/25/2014 - 03/19/2024
FIDELITY BROKERAGE SERVICES LLC (BEAVERTON OR)
CO
09/02/2014 - 09/05/2014
GWFS EQUITIES, INC. (ENGLEWOOD CO)
CO
10/17/2011 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
CO
01/24/2007 - 06/27/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TN
03/28/2006 - 09/19/2006
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BOTH
Issued 02/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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