Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Gauche Martin is an experienced financial professional with over 10 years of experience in the industry. Jonathan has held positions with several prominent financial institutions including New England Securities, MetLife Securities Inc., MML Investors Services, LLC, MassMutual Life Insurance Co, and Woodbury Financial Services Inc. Jonathan is currently a registered representative with Osaic Wealth, Inc. and holds Series 6, 7, 63 and 65 securities licenses. Jonathan specializes in financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/06/2024 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
11/27/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
03/25/2017 - 11/30/2020
MML INVESTORS SERVICES, LLC (Foster City CA)
CA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FOSTER CITY CA)
CA
10/19/2012 - 01/02/2015
NEW ENGLAND SECURITIES (FOSTER CITY CA)
IA
Issued 03/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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