Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan M. Ingram is a financial advisor with Raymond James & Associates, Inc. Jonathan has been in the financial services industry since 2020. Jonathan holds Series 63, Series 7TO, Series 9, and Series 10 licenses. Jonathan is registered in Arizona. Jonathan has previously worked at ROBINHOOD FINANCIAL, LLC, J.P. MORGAN SECURITIES LLC, and TD AMERITRADE, INC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/28/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AZ
01/03/2022 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
TX
08/26/2020 - 12/04/2021
J.P. MORGAN SECURITIES LLC (FREDERICKSBURG TX)
NE
06/19/2020 - 08/12/2020
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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