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 Brunscheen is a financial advisor at U.S. Bancorp Investments, Inc. located in Naperville, Illinois. Jonathan has been in the financial services industry since 2000 and holds the Series 7, Series 6, Series 63, and SIE licenses. Jonathan has worked at several firms during his career, including Edward Jones, Charles Schwab, and Chase Investment Services Corp. Jonathan is a highly experienced financial advisor with a broad range of expertise in the financial services industry.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
02/24/2020 - Present
U.s. Bancorp Investments, Inc. (Naperville IL)
IL
01/16/2008 - 07/07/2010
U.S. BANCORP INVESTMENTS, INC. (GLEN ELLYN IL)
IL
07/06/2005 - 07/12/2007
CHASE INVESTMENT SERVICES CORP. (ELGIN IL)
IL
09/21/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/25/2003 - 08/30/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MO
01/24/2002 - 04/23/2003
EDWARD JONES (ST. LOUIS MO)
TX
10/24/2000 - 10/30/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Brunscheen is the right advisor for you? Invested Better is here to help.
