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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Drewes is a financial advisor with Park Avenue Securities LLC, a firm with over 1700 registered representatives. Jonathan has been a registered representative in the industry since 1994, working previously with companies like AXA Advisors, LLC, SII Investments, Inc., and Royal Alliance Associates, Inc. Jonathan holds multiple licenses, including Series 6, 7, 24, 26, 63 and 66. He is also a Certified Financial Planner. Jonathan offers financial planning, portfolio management, and educational seminars. He works with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
MN
08/16/2017 - Present
Park Avenue Securities LLC (MINNETONKA MN)
MN
07/10/2009 - 04/01/2010
AXA ADVISORS, LLC (MINNEAPOLIS MN)
MN
01/31/2003 - 06/23/2009
SII INVESTMENTS, INC. (EDEN PRAIRIE MN)
AZ
09/20/2000 - 07/08/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
02/28/1994 - 09/06/2000
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 11/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/09/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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