Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schaeffer is a financial advisor with over 10 years of experience in the industry. Jonathan has held various roles at firms such as J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Mercer Allied Company, L.P.. Jonathan currently works at CWM, LLC dba Carson Partners. Jonathan is licensed to provide investment advice in California and is a Registered Representative of CWM, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
06/28/2023 - Present
CWM, LLC (OMAHA NE)
CA
06/17/2019 - 09/19/2019
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
CA
06/13/2016 - 08/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MISSION VIEJO CA)
CA
10/01/2012 - 10/22/2015
J.P. MORGAN SECURITIES LLC (TUSTIN CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUSTIN CA)
BOTH
Issued 05/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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