Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Englert is a financial advisor currently registered with Charles Schwab & CO., Inc. Jonathan has been working in the financial industry since August 1998 and has a wide range of experience in the field. Jonathan is licensed to offer financial advice in multiple states, including Colorado and Texas. Jonathan's primary focus is on providing financial planning advice and referring clients to other investment advisors. Jonathan is also a licensed artist and sells their own artwork.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/02/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
FL
12/21/1998 - 01/21/2000
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
OH
03/05/1998 - 12/02/1998
AAG SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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