Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ewanio is a financial advisor with over 10 years of experience in the financial services industry. Jonathan currently works for Saxony Capital Management, LLC in St. Louis, Missouri. Prior to his current role, Jonathan worked for Scottrade, Inc. and Edward Jones. Jonathan is a licensed broker in Missouri.
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.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
MO
03/12/2018 - Present
Saxony Capital Management, LLC (SAINT LOUIS MO)
MO
06/05/2014 - 03/09/2018
SCOTTRADE, INC. (ST. LOUIS MO)
MO
07/27/2012 - 03/18/2014
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 08/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/18/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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