Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Huerta is a registered representative with J.p. Morgan Securities LLC. Jonathan has been in the industry since 2016 and is licensed in California. Jonathan has experience with FORESTERS FINANCIAL SERVICES, INC. and JPMORGAN CHASE BANK, N.A. Jonathan is a Series 6 and Series 63 licensed individual. Jonathan is a licensed individual and has been approved by the state of California as a registered representative, and is also licensed by FINRA. Jonathan specializes in areas like: Mutual Funds, Variable Life Insurance, Variable Annuities, Annuities, and Retirement Plans.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
10/25/2024 - Present
J.p. Morgan Securities LLC (CORONA CA)
CA
08/10/2016 - 09/10/2018
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
BC
Issued 09/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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