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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 Knight Robinson is a financial advisor registered with TD Private Client Wealth LLC. Jonathan has been in the financial services industry since 2004. Jonathan has a variety of experience, including experience working for LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC. and TD WEALTH MANAGEMENT SERVICES INC. Jonathan is a licensed advisor in eight states, including Colorado, District of Columbia, Florida, Louisiana, Maryland, New Jersey, Ohio and Vermont. Jonathan holds Series 7, 11, 24, 52 and SIE licenses. Jonathan specializes in working with individuals, high net worth individuals, corporations or other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jonathan provides financial planning, portfolio management and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
03/28/2013 - Present
TD Private Client Wealth LLC (Marlton NJ)
NJ
10/11/2011 - 03/01/2013
LPL FINANCIAL LLC (CHERRY HILL NJ)
NJ
02/16/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHERRY HILL NJ)
NJ
09/01/2004 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (CHERRY HILL NJ)
BC
Issued 12/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2004
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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