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 Benge is a financial advisor with over 20 years of experience in the industry. He has a wide range of experience, having worked with various firms, including Franklin Financial Services Corporation, American General Securities Incorporated, National Planning Corporation, and currently, LPL Financial LLC. Jonathan is registered in multiple states, and is a Series 6, 7, 22, 24, 63, and 65 licensed professional. His expertise spans a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jonathan is committed to providing customized financial solutions that meet his clients' unique needs.
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.
Consulting and other non-discretionary advisory services
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
MN
11/29/2017 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
08/01/2005 - 11/29/2017
NATIONAL PLANNING CORPORATION (GOLDEN VALLEY MN)
AZ
10/01/2002 - 08/02/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
07/19/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 08/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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