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 Jackson is a registered representative with Cu Investment Solutions LLC. Jonathan is a registered representative in Arizona, California, Colorado, Hawaii, and Utah. Jonathan is also a licensed advisor. Jonathan has been in the industry for 12 years. Jonathan is a licensed Series 7, Series 63, Series 66, and SIE. Jonathan is affiliated with Cu Investment Solutions LLC and has been with the firm since February 2022. Jonathan has prior experience working at TD Ameritrade, Inc. and AmeriTrade, Inc.
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.
Non discretionary investment advisory for institutional clients
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.
1
2
TX
02/21/2022 - Present
CU Investment Solutions LLC (PLANO TX)
TX
04/22/2006 - 11/09/2015
TD AMERITRADE, INC. (FORT WORTH TX)
TX
07/08/2004 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
NY
05/26/2003 - 09/26/2003
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 02/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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