Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Daniel Kingery is a financial professional with over 20 years of experience in the industry. Jonathan is currently registered with Franklin Distributors, LLC and has previously held positions with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP, FRANKLIN TEMPLETON FINANCIAL SERVICES CORP., FRANKLIN/TEMPLETON DISTRIBUTORS, INC., LORD ABBETT DISTRIBUTOR LLC, UNDERWRITERS EQUITY CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., LINSCO/PRIVATE LEDGER CORP. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Jonathan is licensed to provide investment advice in all 50 states, and has a Series 7, Series 24, Series 63 and Series 65 licenses.
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.
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.
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NJ
08/01/2020 - Present
Franklin Distributors, LLC (Short Hills NJ)
NJ
01/02/2024 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Short Hills NJ)
NJ
03/25/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SHORT HILLS NJ)
NJ
03/14/2019 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SHORT HILLS NJ)
NJ
11/15/2004 - 02/11/2019
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
PA
10/25/2004 - 11/12/2004
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
AZ
09/21/2001 - 12/20/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
SC
03/27/1998 - 09/27/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
07/18/1996 - 04/06/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/18/1996 - 04/06/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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