Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Aulbert is a financial advisor registered with Wells Fargo Clearing Services, LLC in Houston, Texas. He has been in the securities industry since 2000. Jonathan currently works at the Houston branch of Wells Fargo Advisors, LLC and has also worked at BBVA Compass Investment Solutions, Inc, Lincoln Financial Distributors, Inc., Guaranty Brokerage Services, Inc., Compass Brokerage, Inc., Chase Investment Services Corp., American Express Financial Advisors Inc. and IDS Life Insurance Company. Jonathan's expertise includes investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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
TX
09/16/2011 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
01/13/2009 - 09/16/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (THE WOODLANDS TX)
PA
03/19/2008 - 01/14/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TX
10/25/2006 - 03/03/2008
GUARANTY BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
08/15/2003 - 10/26/2006
COMPASS BROKERAGE, INC. (HOUSTON TX)
IL
06/17/2003 - 08/20/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
12/07/2000 - 01/10/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/2000 - 01/10/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities 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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