Unclaimed
Jonathan Hardy is a financial advisor registered with Fifth Third Securities, Inc. Jonathan is licensed to provide securities and advisory services in 18 states, including Ohio, Arizona, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Missouri, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Vermont. Jonathan has been in the industry since 2019. Jonathan specializes in providing financial planning, portfolio management for businesses and individuals, and selecting other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/06/2020 - Present
Fifth Third Securities, Inc. (COLUMBUS OH)
IA
Issued 2/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/6/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 9/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/5/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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