Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ritter is a financial advisor with Keyvantage Wealth Advisors. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. He is committed to providing personalized financial advice and guidance to help clients reach their financial goals. Jonathan holds a Series 7, Series 66, and SIE securities licenses. Jonathan is a highly experienced advisor with previous roles at Valley National Investments, Inc. and Commonwealth Financial Network.
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.
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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PA
08/26/2024 - Present
Keyvantage Wealth Advisors (Bethlehem PA)
PA
10/15/2019 - 08/06/2024
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
PA
04/12/2019 - 09/16/2019
COMMONWEALTH FINANCIAL NETWORK (MACUNGIE PA)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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