Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Craig Timson is a financial advisor with over 29 years of experience in the industry. Jonathan has been registered with the state of Missouri since 2013. Jonathan specializes in providing financial planning and portfolio management services for individuals and businesses. Jonathan is a Registered Representative with Farther Finance Advisors, and previously was associated with Wells Fargo Advisors Financial Network, LLC., Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pruco Securities Corporation and The Prudential Insurance Company of America. Jonathan also has a significant amount of experience managing investments for pension plans. Jonathan has held multiple securities licenses and certifications, including Series 7, 6, 63, and 65.
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.
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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MO
01/14/2025 - Present
Farther (Springfield MO)
MO
03/02/2007 - 08/21/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SPRINGFIELD MO)
KS
02/26/2001 - 03/05/2007
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
NY
11/09/1994 - 03/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
02/26/1990 - 10/09/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/26/1990 - 10/09/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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