Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Launder is a financial advisor with over 7 years of experience in the industry. Jonathan is a Certified Financial Planner and holds both Series 7 and Series 66 licenses. Jonathan has been with Osaic Wealth, Inc. since January 2025. Before joining Osaic Wealth, Jonathan worked at Lincoln Financial Securities, Inc. and Royal Alliance Associates, Inc. Jonathan specializes in providing financial planning services to individuals, families, and businesses. He is also experienced in portfolio management for both individuals and 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
CA
01/24/2025 - Present
Osaic Wealth, Inc. (IRVINE CA)
AZ
09/24/2021 - 05/03/2022
ROYAL ALLIANCE ASSOCIATES, INC. (Tempe AZ)
AZ
05/28/2019 - 09/24/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (TEMPE AZ)
WI
08/11/2015 - 05/03/2019
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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