Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Francis Wallace is a financial advisor at Raymond James & Associates, Inc. with over 13 years of experience in the financial services industry. Jonathan has held previous roles at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Jonathan holds the Series 6, 7, 16, and 63 licenses and has earned the SIE designation. Jonathan is registered with the state of Florida. Jonathan's areas of focus include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/14/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/18/2004 - 04/25/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (GAINESVILLE FL)
IN
05/18/2004 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2019
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 04/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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