Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jay Louis is a financial advisor registered with Edward Jones. Jonathan has been working in the securities industry since April 2006. Jonathan has a wide range of experience in the financial industry, and is registered to provide services in 15 states. Jonathan currently works out of the Madison, Indiana branch of Edward Jones.
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.
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.
See schedule d - miscellaneous
1
2
IN
04/17/2020 - Present
Edward Jones (MADISON IN)
WA
12/01/2008 - 05/03/2019
PROEQUITIES, INC. (TACOMA WA)
OH
07/08/2008 - 10/09/2008
THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)
OH
12/20/2006 - 03/24/2008
NATCITY INVESTMENTS, INC. (CINCINNATI OH)
OH
10/25/2006 - 12/12/2006
PARK AVENUE SECURITIES LLC (CINCINNATI OH)
BOTH
Issued 05/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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