Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lakin is a financial advisor with Wealth Enhancement Advisory Services, LLC. Jonathan has over 14 years of experience in the financial services industry. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Jonathan is registered to provide investment advice in Texas. He also has a Series 66, Series 63, Series 10, Series 9, SIE and Series 7 licenses. Jonathan has worked for several firms including Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
TX
09/05/2024 - Present
Wealth Enhancement Advisory Services, LLC (GRAPEVINE TX)
TX
07/08/2020 - 02/17/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/25/2008 - 04/06/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 09/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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