Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kirkland is a financial advisor currently registered with First Command Advisory Services. Jonathan has been working in the industry since June 3, 2024 and holds both Series 63 and 65 licenses as well as Series 6TO and SIE exams. Jonathan Kirkland specializes in financial planning and portfolio management for individuals. Jonathan currently provides financial advice to clients in Georgia.
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.
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.
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TX
08/26/2024 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 07/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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