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 Gentile is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Jonathan has been working in the financial industry since February 2008. Jonathan is licensed in 21 states including Arizona and North Dakota. Jonathan has passed the Series 66, Series 7, Series 9 and Series 10 exams. Jonathan offers a range of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Jonathan is also an agent for Purity Wealth Advisors and Purity Insurance Group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
12/14/2015 - Present
Raymond James Financial Services Advisors, Inc. (Mesa AZ)
AZ
02/25/2008 - 11/05/2015
EDWARD JONES (MESA AZ)
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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