Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Donald Dutton is a financial advisor who has been in the industry since 2002. He has a Series 7, Series 63, Series 24, and Series 65 license and is registered with Edward Jones. Jonathan is also a Certified Financial Planner. Jonathan currently works for Edward Jones and has been with the firm since 2002. His firm is headquartered in St. Louis, Missouri and is a large firm with assets under management between $10 billion and $50 billion.
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
12/11/2013 - Present
Edward Jones (ST LOUIS MO)
IA
Issued 10/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
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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