Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Morris is a financial advisor currently associated with Cerity Partners LLC. Jonathan has been in the financial industry since 1999 and has worked for Wachovia Securities, LLC, First Union Securities, Inc., and First Union Brokerage Services, Inc. Jonathan holds the Series 6, 7, 63, and 66 licenses and is registered in North Carolina, South Carolina, and Virginia. Jonathan has been associated with Cerity Partners LLC since June of 2022.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
06/17/2022 - Present
Cerity Partners LLC (NORFOLK VA)
VA
11/11/2004 - 06/20/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
MO
10/01/2000 - 02/16/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/02/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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