Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Elliott Kress is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, Florida. Jonathan has been in the industry since 2016 and has a Series 66, Series 10, Series 9, SIE and Series 7 license. Jonathan is a Certified Financial Planner. Jonathan specializes in portfolio management for individuals and businesses. Jonathan has been registered with the state of Texas since 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
06/13/2022 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
BOTH
Issued 01/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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