Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stone is an investment advisor representative at Fisher Investments, registered with the state of Tennessee and Texas. Jonathan has been in the industry since October 2016. Jonathan has a Series 65 license, and has specialized in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/02/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 06/12/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jonathan Stone is the right advisor for you? Invested Better is here to help.
