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 Pitzen is a financial advisor with LPL Financial LLC. Jonathan has been in the financial services industry since February 24, 2018. Jonathan has a Series 6, Series 63 and SIE licenses and is registered in Wisconsin. Prior to joining LPL Financial, Jonathan worked at BMO HARRIS FINANCIAL ADVISORS, INC., Russell Investments Financial Services, LLC and Wells Fargo Clearing Services, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
03/24/2021 - Present
LPL Financial LLC (Milwaukee WI)
WI
08/08/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (WEST BEND WI)
WI
06/13/2018 - 07/30/2018
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)
WI
02/11/2017 - 06/06/2018
WELLS FARGO CLEARING SERVICES, LLC (MILWAUKEE WI)
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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