Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Howse James is a financial professional with over 15 years of experience in the industry. Jonathan is currently registered with Fifth Third Securities, Inc. and is licensed to provide financial advice in 31 states. Jonathan has held previous roles at First Tennessee Brokerage, Inc. and SunTrust Capital Markets, Inc. Jonathan has passed the Series 7, 79, and SIE exams. Jonathan specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Jonathan is committed to providing clients with personalized financial guidance and investment strategies that meet their individual needs and goals.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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GA
07/12/2016 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
GA
12/07/2006 - 05/12/2008
FIRST TENNESSEE BROKERAGE, INC. (ATLANTA GA)
GA
09/10/2004 - 12/01/2006
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
05/13/2003 - 11/17/2004
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
GA
02/04/2003 - 05/09/2003
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BC
Issued 05/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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