Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Herrick is a securities professional with over 10 years of experience in the financial services industry. Jonathan holds the Series 63, Series 79 and SIE licenses and is registered in Colorado and Wyoming. Jonathan is currently employed by Wells Fargo Securities, LLC. Jonathan has prior experience with Wells Fargo Securities, LLC, and has held positions in Denver, Colorado.
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.
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.
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2
CO
11/27/2017 - Present
Wells Fargo Securities, LLC (DENVER CO)
CO
09/23/2011 - 05/04/2016
WELLS FARGO SECURITIES, LLC (DENVER CO)
BC
Issued 11/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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