Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Knott is a financial advisor in Nokomis, FL. He has been in the financial services industry for over 16 years. Jonathan works as a Registered Representative and Investment Advisor Representative for Raymond James Financial Services Advisors, Inc. Jonathan is licensed to provide investment advice in Florida and Texas. He holds the Series 7, Series 24, and Series 66 licenses. Jonathan has earned the Certified Financial Planner designation. He is affiliated with Venice Wealth Advisors.
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
FL
11/11/2013 - Present
Raymond James Financial Services Advisors, Inc. (NOKOMIS FL)
FL
10/04/2013 - 10/02/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (NOKOMIS FL)
FL
05/07/2010 - 10/07/2013
WELLS FARGO ADVISORS, LLC (VENICE FL)
FL
10/31/2008 - 04/15/2009
WACHOVIA SECURITIES, LLC (VENICE FL)
FL
01/01/2008 - 09/17/2008
WACHOVIA SECURITIES, LLC (VENICE FL)
FL
10/25/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VENICE FL)
FL
01/12/2007 - 02/23/2007
A. G. EDWARDS & SONS, INC. (VENICE FL)
BOTH
Issued 02/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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