Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Leonard is a financial advisor with Thrivent Investment Management Inc. based in Waupun, Wisconsin. Jonathan has been working in the financial industry since May 14, 2012. Jonathan is registered as a Registered Representative and Investment Advisor Representative in Florida, Illinois, and Wisconsin. Jonathan holds the Series 6, Series 63, Series 65 and SIE licenses.
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.
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.
1
2
WI
05/31/2024 - Present
Thrivent Investment Management Inc. (Waupun WI)
WI
10/01/2012 - 02/27/2013
J.P. MORGAN SECURITIES LLC (BEAVER DAM WI)
WI
05/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEAVER DAM WI)
IA
Issued 05/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Leonard is the right advisor for you? Invested Better is here to help.
