Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kerguelen is a financial consultant with Florida Financial Advisors, LLC. Jonathan has been in the financial industry for a short period of time, but has demonstrated a strong commitment to his clients by obtaining the Series 65 license and gaining registration in both Florida and Georgia. Jonathan has a background in education and holds a strong understanding of financial planning and investment strategy. Jonathan is committed to providing personalized financial advice to individuals and businesses.
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.
2% of net worth or assets for financial planning clients
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GA
09/16/2024 - Present
Florida Financial Advisors, LLC (Atlanta GA)
Active
Inactive
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