Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Greg Elston is a financial advisor in Tampa, Florida. Jonathan has been in the securities industry since February 11, 1994. Jonathan is currently registered with Raymond James Financial Services Advisors, Inc. Prior to this position, Jonathan was registered with RAYMOND JAMES FINANCIAL SERVICES, INC., MORGAN STANLEY DW INC., LEW LIEBERBAUM & CO., INC., and INVESTORS ASSOCIATES, INC. Jonathan has passed several industry exams including the Series 63, Series 65, Series 7, Series 9, Series 10, Series 31, and the SIE. Jonathan is licensed in Florida, New York, North Carolina and Texas. Jonathan also works as a support contractor for Mascherin Financial, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/12/2009 - Present
Raymond James Financial Services Advisors, Inc. (TAMPA FL)
FL
06/06/2003 - 12/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
NY
02/16/1998 - 06/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/01/1993 - 03/24/1997
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NJ
06/09/1993 - 09/15/1993
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
01/04/1993 - 06/10/1993
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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