Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jean is a financial professional with experience in the securities industry since 2018. Jonathan holds a Series 6 and Series 63 license and has been registered with PFS Investments Inc. since March 2018. Previously, Jonathan held positions with the same firm in Spring and Jackson Heights. Jonathan has a strong background in investment company products and variable contracts, offering a range of services to individuals and corporations. Jonathan's expertise can be a valuable asset for individuals looking to build and manage their financial portfolio.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/23/2023 - Present
PFS Investments Inc. (HOUSTON TX)
TX
01/13/2022 - 12/31/2022
PFS INVESTMENTS INC. (SPRING TX)
NY
03/03/2018 - 12/31/2021
PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)
BC
Issued 05/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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