Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan E Kirkham is a registered Investment Advisor Representative with Vanguard Advisers, Inc. Jonathan has been in the industry since 2008, and is currently registered with the state of Arizona as an Investment Advisor Representative and in Texas as a Registered Investment Advisor. Jonathan has obtained his Series 6, Series 7, Series 24, Series 63, and Series 66 licenses. Jonathan holds certifications as a Registered Representative, and General Securities Principal. Jonathan's firm, Vanguard Advisers, Inc., is a large firm, and manages over $333 billion in assets for their clients.
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.
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
AZ
01/02/2020 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BOTH
Issued 08/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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