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 Poure is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Jonathan has been in the industry since 2006. Jonathan has Series 6, 7, and 63 licenses as well as the SIE exam and is a Certified Financial Planner. Jonathan specializes in providing financial advice to individuals, corporations, businesses, and charitable organizations. Jonathan is registered in Arizona, California, Colorado, Florida, Iowa, Kansas, Louisiana, Michigan, Nevada, New Jersey, New York, Texas, Utah, and Washington. Jonathan also previously worked at Zions Direct, Inc. and Vanguard Marketing Corporation.
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.
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2
UT
01/30/2024 - Present
LPL Financial LLC (SALT LAKE CITY UT)
AZ
04/12/2010 - 03/23/2015
ZIONS DIRECT, INC. (SCOTTSDALE AZ)
AZ
07/11/2006 - 04/05/2010
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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