Unclaimed
Jonathan Schedler is an investment advisor representative at Allstate Financial Advisors, LLC in Rancho Cordova, CA. Jonathan has been in the financial services industry since 2000 and is registered to provide investment advice in nine states including California, Arizona, Nevada, Utah, Washington, Oregon, Idaho, Florida and others. Jonathan is a Chartered Financial Consultant (ChFC) and has passed the Series 6, Series 63 and Series 65 exams. Jonathan previously worked with Princor Financial Services Corporation in Roseville, CA.
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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
CA
06/28/2011 - Present
Allstate Financial Advisors, LLC (Rancho Cordova CA)
CA
09/18/2000 - 06/08/2011
PRINCOR FINANCIAL SERVICES CORPORATION (ROSEVILLE CA)
IA
Issued 05/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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