Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Elijah Narloch is a financial advisor in Orange, CA with over 14 years of experience in the industry. Jonathan is currently registered with U.S. Bancorp Investments, Inc. and has been with the firm since June 2006. Previously, Jonathan worked at ESSEX NATIONAL SECURITIES, INC. and MORGAN STANLEY DW INC. Jonathan holds the Series 66, Series 31, and Series 7 licenses. Jonathan has a specializations in financial planning, portfolio management for businesses, and portfolio management for individuals. Jonathan and U.S. Bancorp Investments, Inc. manage assets for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
07/02/2010 - Present
U.s. Bancorp Investments, Inc. (Orange CA)
CA
03/12/2008 - 03/30/2010
ESSEX NATIONAL SECURITIES, INC. (TORRANCE CA)
CA
06/28/2006 - 01/16/2008
U.S. BANCORP INVESTMENTS, INC. (MANHATTAN BEACH CA)
NY
09/02/2005 - 06/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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