Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Adams is a financial advisor at J.P. Morgan Securities LLC. Jonathan has been in the financial services industry since 2007. Jonathan is registered with the state of Florida and Texas. Jonathan has also held licenses in other states. Jonathan is a Series 7, Series 6, Series 63, Series 66 and SIE licensed advisor. Jonathan has experience in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pension plans. Jonathan's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan has a strong understanding of the financial markets and can provide clients with a wide range of investment strategies. Jonathan's office is located in Fleming Island, Florida.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
06/01/2023 - Present
J.p. Morgan Securities LLC (Fleming Island FL)
CO
08/09/2022 - 09/22/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
FL
02/15/2010 - 07/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
CT
10/12/2007 - 09/02/2008
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
01/01/2007 - 06/12/2007
PRUCO SECURITIES, LLC. (MIDDLEBURY CT)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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