Unclaimed
Jonathan Fauber is a financial advisor at Edward Jones with over 5 years of experience in the financial services industry. Jonathan is a Registered Representative and Investment Advisor Representative, and holds a Series 7, 6, 63, and 66 license. Jonathan works with clients of all ages and backgrounds, helping them to achieve their financial goals through a variety of investment products and services. Jonathan is passionate about helping clients plan for their future, including retirement, education, and estate planning. Jonathan previously worked as a financial advisor at Wells Fargo Advisors, LLC, and Santander Securities LLC. Jonathan is a graduate of the University of Massachusetts Amherst.
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.
See schedule d - miscellaneous
1
2
PA
04/07/2022 - Present
Edward Jones (CAMP HILL PA)
PA
09/23/2020 - 07/19/2021
SANTANDER SECURITIES LLC (CAMP HILL PA)
PA
05/15/2017 - 09/11/2020
SANTANDER SECURITIES LLC (CAMP HILL PA)
PA
08/08/2016 - 04/18/2017
WELLS FARGO CLEARING SERVICES, LLC (MECHANICSBURG PA)
BOTH
Issued 09/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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