Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hill is a financial advisor with over 20 years of experience in the industry. Jonathan is a registered representative with Fidelity Personal And Workplace Advisors. Jonathan has held previous positions with Charles Schwab & Co., Inc., Centaurus Financial, Inc., and Invest Financial Corporation. Jonathan is a licensed professional in Texas and Utah. Jonathan provides investment management services to individuals, corporations, charitable organizations, and pension and profit-sharing 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.
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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2
MA
08/06/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
AZ
09/10/2014 - 12/17/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
11/08/2013 - 08/06/2014
CENTAURUS FINANCIAL, INC. (SUN CITY WEST AZ)
AZ
09/27/2013 - 11/12/2013
INVEST FINANCIAL CORPORATION (SUN CITY WEST AZ)
RI
03/20/2006 - 09/04/2013
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
11/14/2000 - 03/20/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/02/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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