Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rowland is a financial advisor with over 20 years of experience in the industry. Jonathan is registered with LPL Financial LLC and holds Series 6, 63, and 65 licenses as well as the SIE exam. Jonathan has been registered with LPL Financial LLC since February 2023. Prior to joining LPL Financial LLC, Jonathan worked at DFPG INVESTMENTS, LLC, and Parkland Securities, LLC. Jonathan is based in Draper, Utah and offers financial planning, portfolio management, and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
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2
UT
02/28/2023 - Present
LPL Financial LLC (DRAPER UT)
UT
03/09/2021 - 02/27/2023
DFPG INVESTMENTS, LLC (Herriman UT)
UT
05/16/2006 - 02/26/2021
PARKLAND SECURITIES, LLC (Cottonwood Heights UT)
UT
06/17/2003 - 05/23/2006
EQUITY SERVICES, INC. (SALT LAKE CITY UT)
IA
Issued 05/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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