Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Killingsworth is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Jonathan is a highly experienced advisor, having been in the industry since 2010. Jonathan has a wide range of experience in financial planning, portfolio management, and investment consulting services. Jonathan's expertise has been recognized by the industry, as demonstrated by the licenses and certifications that Jonathan holds. Jonathan specializes in working with individuals, families, and businesses to help them 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.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LONGVIEW TX)
TX
01/22/2014 - 06/01/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
TX
07/19/2010 - 08/20/2013
M HOLDINGS SECURITIES, INC. (AUSTIN TX)
IA
Issued 03/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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