Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Erik James is a financial advisor with over 25 years of experience in the industry. Jonathan has a wide range of experience, having worked with various financial institutions including Fifth Third Securities, BMO Harris Financial Advisors, and PNC Funds Distributor. Jonathan is currently registered with Bankers Life Advisory Services, Inc. and provides financial planning, investment management, and educational seminars to individuals and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Non-discretionary investment consulting services
1
2
IL
03/23/2021 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IL
07/25/2019 - 01/08/2021
FIFTH THIRD SECURITIES, INC. (NAPERVILLE IL)
IL
06/18/2013 - 06/10/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (OAKBROOK TERRACE IL)
IL
01/30/2012 - 03/06/2013
PNC FUNDS DISTRIBUTOR, LLC (CHICAGO IL)
IL
02/20/2009 - 02/03/2010
ONEAMERICA SECURITIES, INC. (PLAINFIELD IL)
IL
08/13/1998 - 12/10/2008
NATCITY INVESTMENTS, INC. (LAGRANGE PARK IL)
OH
08/27/1996 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
12/08/1993 - 08/27/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
TX
04/28/1992 - 11/02/1993
SHAY FINANCIAL SERVICES CO. (IRVING TX)
NA
04/28/1992 - 11/02/1993
SHAY GOVERNMENT SECURITIES CO.
IA
Issued 05/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan James is the right advisor for you? Invested Better is here to help.
