Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Whitfield is a financial advisor with Fidelity Personal And Workplace Advisors. Jonathan has been in the industry since 2013, providing financial guidance to clients. Jonathan is licensed to provide financial advice in the state of Texas. Prior to joining Fidelity Personal And Workplace Advisors, Jonathan worked at Edward Jones, TD Ameritrade, Inc. and First Command Financial Planning, Inc. Jonathan holds the Series 6, Series 7, Series 63, Series 66 and SIE licenses. Fidelity Personal And Workplace Advisors provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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.
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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2
TX
03/07/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
08/27/2018 - 02/14/2019
EDWARD JONES (FORT WORTH TX)
TX
08/07/2014 - 08/17/2018
TD AMERITRADE, INC. (Southlake TX)
TX
05/27/2013 - 08/04/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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