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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cox is a financial advisor with Osaic Wealth, Inc. based in Muskegon, Michigan. Jonathan has over 20 years of experience in the financial services industry. Jonathan is a Registered Representative (Series 7) and an Investment Advisor Representative (Series 66). Jonathan specializes in working with high net worth individuals, charitable organizations, and pension and profit-sharing plans. He is also experienced in providing financial planning and investment management services to businesses. Jonathan is committed to helping clients achieve their financial goals.
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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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (Muskegon MI)
MI
05/17/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Muskegon MI)
MI
03/14/2014 - 05/18/2016
FIRST ALLIED SECURITIES, INC. (MUSKEGON MI)
MI
11/25/2003 - 03/18/2014
INVEST FINANCIAL CORPORATION (MUSKEGON MI)
MA
08/08/2001 - 11/25/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 12/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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