Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Galen Neher is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Cheyenne, Wyoming. Jonathan has been in the financial services industry since 1998 and holds both Series 63 and 65 licenses. He previously worked for PLANMEMBER SECURITIES CORPORATION in Fort Collins, Colorado. Jonathan specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for both businesses and individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WY
06/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Cheyenne WY)
CO
08/25/2006 - 12/04/2008
PLANMEMBER SECURITIES CORPORATION (FORT COLLINS CO)
NY
08/01/2002 - 07/24/2006
LINCOLN INVESTMENT PLANNING, INC. (HAUPPAUGE NY)
CA
01/03/2002 - 08/05/2002
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
IL
03/23/1998 - 06/18/2001
PMG SECURITIES CORPORATION (ELGIN IL)
NY
11/03/1997 - 03/05/1998
GAINES, BERLAND INC. (BETHPAGE NY)
IA
Issued 11/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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