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 Knowlton is a registered representative with Innovation Partners LLC. Jonathan is currently registered with the state of California and has over 15 years of experience in the financial services industry. Jonathan has a broad range of experience with clients including individuals, families, and businesses. His areas of expertise include retirement planning, investment management, and financial planning. Jonathan also has experience in providing consulting services to qualified retirement plans. Jonathan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
10/07/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
AZ
04/26/2019 - 11/03/2021
PATRICK CAPITAL MARKETS, LLC (Paradise Valley AZ)
CA
10/03/2017 - 06/29/2018
STIRA CAPITAL MARKETS GROUP, LLC (IRVINE CA)
CA
12/21/2015 - 12/07/2016
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
05/18/2010 - 12/04/2015
REALTY CAPITAL SECURITIES, LLC (Costa Mesa CA)
CA
04/14/2006 - 05/10/2010
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
CA
01/01/2005 - 04/07/2006
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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