Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Joseph Gervais is a financial advisor at LPL Financial LLC in Fremont, CA. Jonathan has been in the industry since 2013 and has experience working with individual investors, high net worth individuals, corporations, and charitable organizations. Jonathan is also a registered investment advisor, meaning he is licensed to provide investment advice to clients. Jonathan is committed to helping his clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/16/2024 - Present
LPL Financial LLC (FREMONT CA)
CA
02/07/2017 - 11/17/2017
HSBC SECURITIES (USA) INC. (CUPERTINO CA)
CA
07/11/2013 - 07/01/2015
HSBC SECURITIES (USA) INC. (MILPITAS CA)
BOTH
Issued 09/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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