Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Goode is an active investment advisor representative with First Horizon Advisors, Inc. Jonathan has been in the industry since 2000 and has held previous positions with INFINEX INVESTMENTS, INC., ESSEX NATIONAL SECURITIES, LLC, MORGAN KEEGAN & COMPANY, INC., AMSOUTH INVESTMENT SERVICES, INC., COMPASS BROKERAGE, INC., SAL FINANCIAL SERVICES, INC., and AMSOUTH INVESTMENT SERVICES, INC.. Jonathan has a strong track record of success and is committed to providing his clients with the highest level of service. Jonathan has passed several exams, including the Series 63, Series 65, Series 6TO, SIE, and Series 7. Jonathan is registered with the state of Alabama. Jonathan is a specialist in a variety of areas, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
AL
03/24/2022 - Present
First Horizon Advisors, Inc. (Birmingham AL)
AL
07/01/2016 - 01/22/2021
INFINEX INVESTMENTS, INC. (BIRMINGHAM AL)
AL
03/04/2010 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (BIRMINGHAM AL)
TN
02/27/2007 - 12/21/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
02/06/2004 - 02/28/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
03/05/2003 - 01/27/2004
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
AL
04/22/2002 - 03/11/2003
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
07/12/2000 - 02/14/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
12/11/1995 - 11/11/1997
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/1996
Series 65 - Uniform Investment Adviser 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 12/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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