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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Crocker is a registered investment advisor representative with Fisher Investments. Jonathan has been in the industry since 2007 and has a Series 7 and Series 66 license. Jonathan Crocker has previously worked at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. The advisor currently works out of the Plano, TX branch office of Fisher Investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/02/2021 - Present
Fisher Investments (PLANO TX)
UT
01/03/2011 - 11/07/2013
WELLS FARGO ADVISORS, LLC (DRAPER UT)
UT
09/25/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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