Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davies is a financial advisor with over 5 years of experience in the financial services industry. Jonathan has held registrations as a securities agent and investment advisor representative in a number of states. Jonathan currently works for John Hancock Investment Management LLC. Jonathan has passed several securities licensing exams including the Series 6, Series 7, and Series 66. Jonathan is registered to provide investment advisory services in Arizona, Massachusetts, and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
MA
08/11/2021 - Present
John Hancock Investment Management LLC (BOSTON MA)
CO
12/05/2014 - 09/02/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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