Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tue is a financial advisor with Eversource Wealth Advisors, LLC based in Jacksboro, TN. Jonathan has over 15 years of experience in the financial services industry. Jonathan provides financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Jonathan is committed to 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.
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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TN
03/23/2021 - Present
Eversource Wealth Advisors, LLC (Jacksboro TN)
TN
04/08/2019 - 03/23/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Knoxville TN)
TN
03/07/2015 - 03/05/2019
CETERA INVESTMENT SERVICES LLC (KNOXVILLE TN)
NY
01/18/2008 - 09/01/2011
CHASE INVESTMENT SERVICES CORP. (RIVERHEAD NY)
NY
01/04/2007 - 12/21/2007
PRUCO SECURITIES, LLC. (MELVILLE NY)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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