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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 Henry Shevlin is a financial advisor who has been in the industry since November 2003. He currently works at Wells Fargo Clearing Services, LLC, and specializes in investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Jonathan Henry Shevlin's firm, Wells Fargo Clearing Services, LLC, manages over $500 billion in assets.
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.
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.
Investment consulting services to institutional clients
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
PA
11/29/2022 - Present
Wells Fargo Clearing Services, LLC (CHESTERBROOK PA)
CT
11/11/2003 - 11/03/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
10/16/2003 - 11/17/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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