Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Belair is an investment advisor representative associated with Osaic Wealth, Inc. located in Scottsdale, Arizona. Jonathan has over 7 years of experience in the financial services industry. Jonathan is registered to provide investment advisory services in Arizona and Minnesota. Jonathan has a Series 66, Series 7 and SIE license. Jonathan's previous employers include Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., Ameriprise Financial Services, Inc., American Enterprise Investment Services Inc., and Edward Jones. Jonathan's specialties include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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AZ
08/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
04/09/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/09/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/09/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/02/2018 - 04/10/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/26/2017 - 04/10/2019
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MO
09/15/2016 - 12/05/2016
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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