Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hayes is an investment advisor representative at Osaic Advisory Services, LLC and has been in the industry since 2000. Jonathan is registered with the state of Tennessee and has a Series 7, Series 65, and Series 66 license. Jonathan is a former employee of UBS Financial Services Inc. and Wells Fargo Advisors, LLC and has experience in financial investments. Jonathan focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jonathan Hayes is also affiliated with Head Investment Partners.
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.
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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GA
08/29/2019 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
TN
11/24/2008 - 03/05/2012
WELLS FARGO ADVISORS, LLC (KNOXVILLE TN)
TN
01/05/2000 - 12/02/2008
UBS FINANCIAL SERVICES INC. (KNOXVILLE TN)
IA
Issued 08/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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