Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Walker is a financial advisor with over 23 years of experience in the financial industry. Jonathan is a registered representative with Ameritas Advisory Services, LLC and has offices in Homewood, Alabama and Northport, Alabama. Jonathan is a licensed insurance agent and also works with Nowlin and Associates. Jonathan provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jonathan specializes in providing financial advice for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Jonathan has passed the Series 66, Series 7, and SIE exams. Jonathan has been registered with the Securities and Exchange Commission since 2000 and is currently registered in Alabama, Florida, Georgia, Maryland, South Carolina, Tennessee, Texas, Virginia and West Virginia. Jonathan's previous employment includes The Advisors Group, Inc. and Ameritas Investment Corp.
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.
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.
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.
Solicitor fees
1
2
AL
02/27/2023 - Present
Ameritas Advisory Services, LLC (Homewood AL)
MD
06/12/2000 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 06/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Walker is the right advisor for you? Invested Better is here to help.
