Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jarvis is a financial advisor with Ameritas Advisory Services, LLC and has been in the industry since 1993. Jonathan is registered with the states of Illinois, Indiana, and Ohio and holds the Series 6, 7, 24, 63, and 66 licenses. Jonathan's previous experience includes working with Ameritas Investment Company, LLC, Carillon Investments, Inc., Essex National Securities, Inc., Primevest Financial Services, Inc., Touchstone Securities, Inc., Mimlic Sales Corporation, Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services, Inc. Jonathan offers various financial services such as financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
Solicitor fees
1
2
OH
02/05/2024 - Present
Ameritas Advisory Services, LLC (Hamilton OH)
OH
06/30/2006 - 06/09/2022
AMERITAS INVESTMENT COMPANY, LLC (CINCINNATI OH)
OH
01/10/2006 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
OH
08/23/2005 - 12/19/2005
ESSEX NATIONAL SECURITIES, INC. (CINCINNATI OH)
MN
06/02/2003 - 09/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
OH
03/01/2002 - 12/10/2002
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
09/24/1998 - 04/04/2001
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MN
11/18/1996 - 06/24/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
RI
07/17/1992 - 05/30/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/17/1989 - 07/16/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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