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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 Hoya is an investment advisor representative associated with Fisher Investments. Jonathan has been working in the financial industry since 2008. Jonathan holds Series 6, 7, 24, 63 and 65 licenses. Jonathan specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Jonathan is registered in Indiana and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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2
TX
09/08/2023 - Present
Fisher Investments (PLANO TX)
IN
07/16/2013 - 10/25/2017
TD AMERITRADE, INC. (INDIANAPOLIS IN)
IN
07/09/2010 - 07/16/2013
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
09/01/2008 - 01/16/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CARMEL IN)
IA
Issued 01/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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