Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Henderson is a financial advisor with over 14 years of experience in the industry. Jonathan is currently registered as an Investment Advisor Representative with Sage Investment Counsel. Jonathan previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. Jonathan has passed Series 6, 7, 63 and 65 securities exams, as well as the Securities Industry Essentials (SIE) exam. Jonathan is committed to providing clients with personalized financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring & reporting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TN
11/26/2019 - Present
Sage Investment Counsel (FRANKLIN TN)
TN
11/02/2018 - 11/06/2019
ROYAL ALLIANCE ASSOCIATES, INC. (NASHVILLE TN)
TN
01/16/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (NASHVILLE TN)
TN
11/05/2009 - 01/21/2015
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
TN
01/10/2007 - 11/06/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NASHVILLE TN)
IA
Issued 05/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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