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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bebe is an investment advisor representative with Onedigital Investment Advisors. Jonathan is also registered in Oregon and Washington as an investment advisor representative with Accelerate Retirement. Jonathan has been in the financial services industry since July 2015, starting with AXA Advisors and later working with Independent Financial Group. Jonathan is a licensed and registered investment advisor representative in the state of Oregon. Jonathan holds Series 63, Series 65 and SIE licenses. Jonathan has experience working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jonathan offers portfolio management services for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and selection of other advisors. Jonathan is a part-time model and actor for Q6 Model & Artist Management.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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03/04/2019 - Present
Onedigital Investment Advisors (Portland OR)
OR
02/13/2017 - 12/06/2017
INDEPENDENT FINANCIAL GROUP, LLC (Gearhart OR)
OR
07/07/2015 - 02/17/2017
AXA ADVISORS, LLC (PORTLAND OR)
IA
Issued 04/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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