Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blakelock is a financial advisor registered with LPL Financial LLC. Jonathan has been working in the financial services industry since 2003 and has experience with Ameriprise Financial Services, LLC, Edward Jones, and Citigroup Global Markets Inc., among other firms. Jonathan specializes in providing financial planning and investment advice to individuals, families, and businesses. Jonathan holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE. Jonathan is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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
01/26/2023 - Present
LPL Financial LLC (KINGWOOD TX)
TX
07/26/2013 - 02/03/2023
AMERIPRISE FINANCIAL SERVICES, LLC (KINGWOOD TX)
TX
02/05/2007 - 07/29/2013
EDWARD JONES (KINGWOOD TX)
TX
07/19/2006 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
09/12/2003 - 06/26/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/27/2003 - 09/11/2003
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
NY
10/11/2001 - 05/09/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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