Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jeffrey Jimenez is a financial advisor with over 4 years of experience in the financial services industry. Jonathan currently works at Pacer Financial, Inc. in Malvern, Pennsylvania. Jonathan previously worked at INSPEREX LLC in Delray Beach, Florida and Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation in Philadelphia, Pennsylvania. Jonathan holds a Series 7, Series 63 and SIE license. Jonathan is registered with the state of California and Pennsylvania.
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.
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.
1
2
PA
05/06/2022 - Present
Pacer Financial, Inc. (Malvern PA)
FL
05/28/2019 - 05/10/2022
INSPEREX LLC (Delray Beach FL)
PA
05/23/2018 - 04/29/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
PA
05/23/2018 - 04/29/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
PA
06/16/2017 - 09/06/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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