Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Denny Reeder is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the industry for 21 years, and has experience working with high net worth individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. Jonathan is registered as an investment advisor representative in Georgia and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
09/22/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
05/15/2015 - 08/23/2017
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
08/22/2005 - 05/06/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
MA
01/02/2004 - 07/01/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NE
03/20/2002 - 01/13/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 08/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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