Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mac Lafferty is a financial advisor with over 23 years of experience in the industry. Jonathan has been registered with Cambridge Investment Research Advisors, Inc. since March 2023. Prior to joining Cambridge, Jonathan was with Principal Securities, Inc. Jonathan holds the Series 6, 7, 24, 63, and 65 licenses. Jonathan specializes in providing financial advice to individuals, high-net-worth individuals, and retirement plans. Jonathan also works with charitable organizations and state or municipal government entities. Jonathan offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Jonathan is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
03/07/2023 - Present
Cambridge Investment Research Advisors, Inc. (Ripley TN)
TN
10/15/2009 - 03/09/2023
PRINCIPAL SECURITIES, INC. (ARLINGTON TN)
TN
03/18/2002 - 07/07/2009
METLIFE SECURITIES INC. (CORDOVA TN)
TN
03/18/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CORDOVA TN)
NY
09/23/1998 - 03/15/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/23/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 02/07/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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