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. Wayman is a financial advisor with over 15 years of experience in the industry. Jonathan is currently registered with Charles Schwab & Co., Inc. in Westlake, TX. Prior to joining Charles Schwab, Jonathan was a financial advisor with TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Jonathan holds several industry licenses including Series 6, 7, 9, 10 and SIE. Jonathan also holds a Series 63 license. Jonathan provides financial planning and investment management services to individuals and businesses. Jonathan specializes in asset-based fees and subscription pricing for financial planning. Jonathan is dedicated to providing his clients with personalized financial advice and investment strategies that meet their individual needs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
09/01/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
09/03/2013 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
TX
07/25/2008 - 04/29/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 05/19/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
12/06/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 08/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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