Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edward Farrell is a financial advisor in Brentwood, Tennessee. Jonathan has been in the financial services industry since September 16, 2005. Jonathan is currently registered with Commonwealth Financial Network. Previously, Jonathan was registered with Lincoln Financial Distributors, Inc., KESTRA INVESTMENT SERVICES, LLC, John Hancock Distributors LLC, FSC SECURITIES CORPORATION, American Express Financial Advisors Inc., and IDS LIFE INSURANCE COMPANY. Jonathan is a registered representative in 12 states and is also an Investment Advisor Representative in Tennessee.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
08/08/2022 - Present
Commonwealth Financial Network (Brentwood TN)
PA
10/21/2019 - 08/08/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TN
05/23/2018 - 09/30/2019
KESTRA INVESTMENT SERVICES, LLC (Brentwood TN)
MA
10/20/2005 - 04/03/2017
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
GA
04/01/2005 - 10/03/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
09/17/2003 - 06/23/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/17/2003 - 06/23/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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