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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Seibel is a financial advisor at Edward Jones. Jonathan has been in the industry since 1991 and has a broad range of experience. He holds several licenses and designations, including Series 7, Series 63, Series 66 and Series 24. He is also registered as an investment advisor in Missouri and Texas. Jonathan works with a variety of clients, including individuals, families, businesses, and retirement plans. He provides a range of financial services, including investment advice, financial planning, and retirement planning. Jonathan is committed to providing his clients with personalized service and helping them 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.
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.
See schedule d - miscellaneous
1
2
MO
01/10/2019 - Present
Edward Jones (ST LOUIS MO)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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