Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Miles is a financial advisor in Sarasota, FL and has been in the industry since March 14, 2012. Jonathan is currently registered with First Horizon Advisors, Inc. and has been registered with them since March 8, 2022. Previously, Jonathan was registered with Hancock Whitney Investment Services Inc. from March 31, 2020 to March 15, 2022. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66 and SIE licenses. Jonathan offers financial planning, pension consulting, portfolio management, 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.
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
FL
03/08/2022 - Present
First Horizon Advisors, Inc. (Sarasota FL)
FL
03/31/2020 - 03/15/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (BRADENTON FL)
FL
11/10/2017 - 06/14/2019
OPPENHEIMER & CO. INC. (SARASOTA FL)
FL
07/01/2016 - 11/10/2017
INFINEX INVESTMENTS, INC. (Boynton Beach FL)
FL
02/21/2013 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Boynton Beach FL)
FL
05/08/2012 - 01/31/2013
METLIFE SECURITIES INC. (SARASOTA FL)
FL
02/24/2012 - 05/10/2012
AXA ADVISORS, LLC (TAMPA FL)
BOTH
Issued 03/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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