Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Matta is a financial professional with over 25 years of experience in the financial services industry. Jonathan is currently a registered representative with Charles Schwab & Co., Inc., where Jonathan provides financial advice and investment management services to clients. Jonathan's prior experience includes roles with Ameriprise Financial Services, LLC, GWFS Equities, Inc., MML Distributors, LLC, Janus Distributors LLC, The Huntington Investment Company, and others. Jonathan holds the Series 7, Series 63, Series 31, Series 65 and SIE licenses. Jonathan is also a registered investment advisor representative in New York.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
01/14/2025 - Present
Charles Schwab & CO., Inc. (Chicago IL)
MN
01/07/2022 - 09/17/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CO
11/11/2021 - 12/03/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
01/31/2018 - 12/05/2019
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CO
11/23/2005 - 05/30/2017
JANUS DISTRIBUTORS LLC (DENVER CO)
OH
02/03/2003 - 11/18/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
ME
02/14/2001 - 12/12/2002
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
MA
09/14/1999 - 02/13/2001
CENTURA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MO
03/09/1999 - 08/30/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
OH
01/04/1999 - 01/11/1999
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
08/04/1997 - 08/21/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
08/22/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
11/20/1995 - 08/12/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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