Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Evan McClellan is a financial professional with over 8 years of experience in the industry. Jonathan is currently registered with Hilltop Securities Inc. as a Registered Representative and Investment Advisor Representative and is also a Registered Representative for the firm in Texas. Prior to joining Hilltop Securities Inc., Jonathan was employed by Fidelity Brokerage Services LLC. Jonathan holds the Series 7, 63, 66, 50, 52 and 79 licenses. Jonathan Evan McClellan offers financial planning, educational seminars, portfolio management for individuals and selection of other advisors to clients.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
08/29/2019 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
03/12/2015 - 08/12/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/07/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/10/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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