Unclaimed
Jonathan Edward Eitas is a financial advisor with over 15 years of experience in the industry. Jonathan currently works at Kovack Advisors, Inc. Jonathan's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jonathan holds Series 6, 7, 24, 63, and 66 licenses. Jonathan has previously worked at Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., GNV Advisors, LLC, and John Hancock Funds, LLC. Jonathan is registered in Florida, Georgia, Maryland, Massachusetts, New York, and Vermont.
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.
1
2
FL
01/22/2021 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
CA
07/15/2019 - 10/13/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
02/21/2018 - 10/13/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IL
09/22/2015 - 08/15/2017
GNV ADVISORS, LLC (Chicago IL)
MA
07/27/2005 - 06/26/2015
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
BOTH
Issued 10/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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