Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Fujiwara Kimmes is a financial advisor with over 20 years of experience in the financial services industry. Jonathan has a strong track record of providing investment advice to individuals, families, and businesses. Jonathan is registered to provide investment advice in 31 states and is a Series 7, 63, 65, 3, 55, and SIE licensed professional. Currently, Jonathan is an advisor with Wells Fargo Clearing Services, LLC, and prior to this was with Morgan Stanley DW Inc. and J.P. Turner & Company, L.L.C. Jonathan is a dedicated professional committed to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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
CA
01/11/2011 - Present
Wells Fargo Clearing Services, LLC (SEAL BEACH CA)
NY
08/13/2002 - 10/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
03/13/2002 - 07/29/2002
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NV
11/06/2001 - 03/04/2002
WEST AMERICA SECURITIES CORP (LAS VEGAS NV)
IA
Issued 08/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2002
Series 3 - National Commodity Futures Examination
BC
Issued 05/30/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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