Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Barna is a registered Investment Advisor Representative with MAI Capital Management, LLC. Jonathan has been in the industry since July 2021. Jonathan's previous employment was with Equitable Advisors, LLC in Akron, OH. Jonathan has passed the Series 7TO, SIE, and Series 66 exams. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, due diligence/research, and selection of other advisers. Jonathan works in the Cleveland, OH office of MAI Capital Management, LLC.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
06/09/2022 - Present
MAI Capital Management, LLC (CLEVELAND OH)
OH
07/31/2021 - 06/02/2022
EQUITABLE ADVISORS, LLC (AKRON OH)
BOTH
Issued 01/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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