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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 Louis Whipple is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm based in Saint Petersburg, Florida. Jonathan has been in the financial services industry since 2015 and holds multiple licenses, including Series 7, 63, 66, 9, and 10. He is registered with the state of Oregon and Washington as a broker-dealer and investment advisor representative. Jonathan has experience with a variety of financial products and services, including investment management, financial planning, retirement planning, and portfolio management. He has a proven track record of success in providing clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
11/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Beaverton OR)
TN
06/26/2020 - 08/11/2023
MORGAN STANLEY (Nashville TN)
UT
08/08/2015 - 12/19/2019
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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