Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Durward Jones is a registered representative and investment advisor representative, with over 15 years of experience in the financial services industry. Jonathan holds the Series 6, 7, 24, 53 and 63 licenses, as well as the SIE and Series 99TO exams. Jonathan is also a Certified Financial Planner. Jonathan is currently employed by Credit Union Investment Services. In addition to his current position at Credit Union Investment Services, Jonathan has also held positions at State Employees' Credit Union, SECU Brokerage Services, Members Trust Company, and SECU Life Insurance Company. Jonathan's experience and qualifications make him a valuable resource for individuals and families seeking financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
02/05/2008 - Present
Credit Union Investment Services (Raleigh NC)
BC
Issued 04/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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