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Jonathan Edward Fonash

Transamerica Financial Advisors, Inc.

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About Jonathan Edward Fonash

Jonathan Edward Fonash is an investment advisor representative with Transamerica Financial Advisors, Inc. Jonathan has been in the financial industry since 2005. Jonathan has passed the Series 6, Series 7, Series 24, Series 63, and Series 66 exams. Jonathan is currently registered with the state of Iowa and New Jersey. Jonathan's employment history includes positions at OSAIC INSTITUTIONS, INC., Capital One Investing, LLC, Capital One Investment Services LLC, PERSHING LLC, and New England Securities.

Firm Information

Jonathan Fonash is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Fonash’s Registration & Firm History

IA

06/06/2024 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

CT

07/02/2018 - 05/29/2024

OSAIC INSTITUTIONS, INC. (MERIDEN CT)

NY

01/02/2015 - 07/02/2018

CAPITAL ONE INVESTING, LLC (MELVILLE NY)

NY

05/13/2014 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)

PA

03/28/2007 - 05/02/2014

PERSHING LLC (KING OF PRUSSIA PA)

PA

10/26/2005 - 12/11/2006

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

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Licenses & Designations

BOTH

Issued 09/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/25/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Edward Fonash.
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