Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wetzel is a financial advisor with over 15 years of experience in the industry. Jonathan currently works with Parnassus Funds Distributor, LLC. Previously, Jonathan was registered with KEMA PARTNERS LLC, BLACKROCK INVESTMENTS, LLC, BLACKROCK FUND DISTRIBUTION COMPANY, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC and RCM DISTRIBUTORS LLC. Jonathan holds the Series 7, Series 24, Series 63 and SIE licenses. Jonathan is registered 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.
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.
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CA
10/17/2019 - Present
Parnassus Funds Distributor, LLC (San Francisco CA)
CA
04/30/2019 - 09/30/2019
KEMA PARTNERS LLC (MILL VALLEY CA)
CA
03/02/2012 - 05/30/2017
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/22/2011 - 12/07/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
09/27/2005 - 07/15/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (SAN FRANCISCO CA)
CA
02/22/2005 - 06/11/2008
RCM DISTRIBUTORS LLC (SAN FRANCISCO CA)
BC
Issued 03/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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