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Jonathan Lee Whitver

Bankers Life Advisory Services, Inc.

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About Jonathan Lee Whitver

Jonathan Whitver is an investment advisor representative with Bankers Life Advisory Services, Inc. Jonathan has been in the industry for 7 years and has been registered with the state of Wisconsin since November 14, 2016. Jonathan has also been registered with the state of Michigan since November 21, 2017 and with the state of Pennsylvania since March 9, 2022. Jonathan holds the Series 66, Series 7, and SIE licenses. Bankers Life Advisory Services, Inc. is a registered investment advisor with the Securities and Exchange Commission. The firm provides investment advice to individuals, pension and profit sharing plans, and other clients. Jonathan's primary focus is on providing financial planning and portfolio management services.

Firm Information

Jonathan Whitver is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Jonathan Whitver’s Registration & Firm History

IL

01/06/2017 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Lee Whitver.
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