Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan James Henkels is an Investment Advisor Representative at Savant Wealth Management. Jonathan is a Certified Financial Planner and has been in the financial industry for over 5 years. Jonathan has a wide range of experience in portfolio management, financial planning, and pension consulting. Jonathan is committed to providing his clients with personalized financial advice and guidance.
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.
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IL
03/31/2023 - Present
Savant Wealth Management (ROCKFORD IL)
IL
07/26/2019 - 09/23/2021
ROYAL ALLIANCE ASSOCIATES, INC. (BUFFALO GROVE IL)
IL
07/13/2018 - 05/30/2019
HORACE MANN INVESTORS, INC. (Rosemont IL)
IA
Issued 05/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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