Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Howard Friess is a financial advisor based in SAN DIEGO, CA. Jonathan is registered with LPL Financial LLC since 2019. Before joining LPL Financial LLC, Jonathan worked at Woodbury Financial Services, Inc. and Cetera Advisor Networks LLC. Jonathan has 12 years of experience in the financial industry and holds Series 66, Series 24, SIE, and Series 7 licenses. Jonathan is a registered Investment Advisor Representative (IAR) in California.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/23/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/04/2016 - 01/09/2019
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
07/16/2014 - 10/23/2015
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
06/06/2013 - 07/16/2014
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
05/24/2012 - 02/14/2013
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
08/13/2009 - 05/08/2012
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 10/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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