Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Klett is an investment advisor representative with Captrust Financial Advisors. Jonathan has been in the industry since May 2019. Jonathan has a Series 65 license. Captrust Financial Advisors is a firm that provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. The firm has over 1,700,000,000 in regulatory assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
04/29/2021 - Present
Captrust Financial Advisors (HOLLAND MI)
IA
Issued 04/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jonathan Klett is the right advisor for you? Invested Better is here to help.
