Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lawrence Hurd is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Jonathan has been in the industry since April 2006 and has held previous positions with several other firms, including Essex National Securities, LLC, Hancock Investment Services, Inc., and Ameriprise Financial Services, Inc. Jonathan holds several licenses and certifications including Series 6, 7, 26, 63, and 65. Jonathan is registered to offer advisory services in multiple states including Arkansas, Texas, Louisiana, Florida, Alabama, California, Idaho, Mississippi, Missouri, New York, North Carolina, Oklahoma, Pennsylvania, Tennessee, West Virginia and Wisconsin. Jonathan specializes in providing investment advice and portfolio management services for both individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
AR
05/22/2018 - Present
Wells Fargo Clearing Services, LLC (LITTLE ROCK AR)
AR
07/01/2016 - 05/17/2018
INFINEX INVESTMENTS, INC. (Bentonville AR)
AR
05/21/2014 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (LITTLE ROCK AR)
LA
12/12/2013 - 05/27/2014
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
AR
01/11/2013 - 12/26/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LITTLE ROCK AR)
CA
08/03/2007 - 01/02/2013
ESSEX NATIONAL SECURITIES, LLC (NAPA CA)
LA
03/20/2006 - 07/19/2007
PROEQUITIES, INC. (NEW ORLEANS LA)
IA
Issued 06/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Hurd is the right advisor for you? Invested Better is here to help.
