Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Curtis Pence is a financial advisor with Stifel, Nicolaus & Company, Inc. Jonathan has been in the financial services industry since 2011 and is a licensed Series 7, Series 22, Series 24 and Series 63 representative. Jonathan provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jonathan also has experience in providing pension consulting and educational seminars. Jonathan Curtis Pence is registered in 21 states and the District of Columbia, and holds a Series 24 Principal Exam.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (Germantown TN)
TN
12/20/2011 - 04/22/2022
VINING-SPARKS IBG, LLC (Germantown TN)
TN
01/11/2012 - 12/18/2019
ICBA SECURITIES (Germantown TN)
TX
07/30/2001 - 12/12/2001
TEXAKOMA FINANCIAL, INC. (PLANO TX)
BC
Issued 12/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2001
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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