Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Metcalfe is a financial advisor at Raymond James & Associates, Inc. Jonathan has been in the industry since 2006. Jonathan has a broad range of experience, having worked at Goldman Sachs & Co. LLC and Fidelity Brokerage Services LLC prior to joining Raymond James. Jonathan is licensed to sell securities in Florida, Pennsylvania and Utah.
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.
Please see note in schedule d - miscellaneous
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.
1
2
UT
07/23/2021 - Present
Raymond James & Associates, Inc. (Cottonwood Heights UT)
UT
10/15/2014 - 08/06/2021
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
UT
07/10/2006 - 09/15/2014
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2015
Series 4 - Registered Options Principal Examination
BC
Issued 03/11/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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