Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Woodward is an investment advisor representative with LPL Financial LLC. Jonathan has been in the financial services industry since 2007 and has a Series 6, 7, 63 and 65 licenses. Jonathan is a financial advisor at LPL Financial LLC, located at 106 N FRENCH STREET, BRECKENRIDGE, CO. Jonathan has been with LPL Financial LLC since 2023. Before joining LPL Financial LLC, Jonathan was with BANCWEST INVESTMENT SERVICES, INC. in Frisco, CO. Jonathan's specializations include portfolio management for individuals, financial planning, educational seminars and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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
CO
07/19/2023 - Present
LPL Financial LLC (BRECKENRIDGE CO)
CO
10/12/2018 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (FRISCO CO)
CO
07/23/2015 - 06/09/2017
BANCWEST INVESTMENT SERVICES, INC. (CRESTED BUTTE CO)
NC
03/07/2012 - 10/08/2013
FIRST CITIZENS INVESTOR SERVICES, INC. (BOONE NC)
AL
12/17/2010 - 06/29/2011
SYNOVUS SECURITIES, INC. (HUNTSVILLE AL)
NC
12/04/2007 - 07/19/2010
WELLS FARGO ADVISORS, LLC (NEWLAND NC)
IA
Issued 03/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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