Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Grant Lapine is a financial advisor who has been in the industry since 2013. Jonathan is currently registered with Commonwealth Financial Network and has been registered with Commonwealth Financial Network since 1/27/2023. Prior to joining Commonwealth Financial Network, Jonathan was registered with Valmark Securities, Inc. in Warren, OH from 7/9/2013 until 1/27/2023. Jonathan holds the Series 7, Series 66, and SIE exams. Jonathan is registered with the following states: Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, West Virginia and Wisconsin. Jonathan's areas of specialization include: Retirement planning, College savings, Estate planning, Insurance, and Tax planning. Jonathan is a Certified Financial Planner.
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.
1
2
OH
01/27/2023 - Present
Commonwealth Financial Network (Beachwood OH)
OH
07/09/2013 - 01/27/2023
VALMARK SECURITIES, INC. (WARREN OH)
BOTH
Issued 02/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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