Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Turner is a financial advisor with Valic Financial Advisors, Inc. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 63, and SIE licenses. Jonathan's firm is headquartered in Houston, Texas, and specializes in financial planning, selection of other advisors, and portfolio management for individuals. Jonathan is registered to provide investment advice in all 50 states.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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NJ
01/16/2025 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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