Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lee Hyland is an investment advisor representative for Fidelity Personal And Workplace Advisors. Jonathan has been in the financial services industry since October 20, 2016. Jonathan is registered with FINRA as a General Securities Representative and holds a Series 66 license. Jonathan has a CFP® designation. Jonathan is registered to provide investment advisory services in 28 states, and is licensed to provide brokerage services in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Massachusetts, Michigan, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Washington, and Wisconsin. Jonathan has worked for Edward Jones and US Bancorp Investments, Inc. in the past.
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
GA
08/13/2020 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
03/29/2019 - 02/06/2020
EDWARD JONES (MARIETTA GA)
KY
09/05/2017 - 04/15/2019
U.S. BANCORP INVESTMENTS, INC. (CARROLLTON KY)
KY
07/21/2016 - 06/17/2017
EDWARD JONES (LOUISVILLE KY)
BOTH
Issued 08/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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