Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Swart is an experienced financial advisor. He is a registered representative of Raymond James Financial Services Advisors, Inc., and provides a range of advisory services, including financial planning, pension consulting, and portfolio management. He has been in the financial services industry since March 10, 2013. Jonathan is a member of the Wrightsville United Methodist Church Finance Committee and a Board Member for the TOF 2023 LLC, which is a holding LLC for a shared office space.
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
NC
09/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Wilmington NC)
NC
07/17/2014 - 09/11/2023
EDWARD JONES (WILMINGTON NC)
NC
10/17/2006 - 02/21/2008
EDWARD JONES (RALEIGH NC)
BOTH
Issued 08/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Swart is the right advisor for you? Invested Better is here to help.
