Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Fairbanks is a financial advisor with over 30 years of experience in the financial services industry. He has worked for several prominent firms including Kidder, Peabody & Co. Incorporated, A. G. Edwards & Sons, Inc., Citigroup Global Markets Inc., Morgan Stanley, Janney Montgomery Scott LLC, and Mutual Securities, Inc. Currently, Jonathan is registered with Mutual Advisors, LLC as a Registered Investment Advisor in Connecticut. Jonathan is a Series 65 and 63 licensed advisor and has obtained various other qualifications, including Series 7, 8, 9, 10, and SIE licenses. Jonathan's expertise lies in financial planning, portfolio management, and pension consulting. He offers his services to both individual and business clients. His firm, Mutual Advisors, LLC, is a registered investment advisor with offices in Omaha, NE, and Hartford, CT. The firm provides financial advisory services to a variety of clients, including individuals, families, and businesses. They manage a significant amount of assets on behalf of their clients, and they are committed to providing them with personalized and comprehensive financial advice.
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.
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.
Hourly consulting
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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2
CT
10/02/2019 - Present
Mutual Advisors, LLC (Hartford CT)
CT
09/26/2019 - 12/31/2023
MUTUAL SECURITIES, INC. (Hartford CT)
CT
04/04/2013 - 10/02/2019
JANNEY MONTGOMERY SCOTT LLC (WEST HARTFORD CT)
CT
06/01/2009 - 04/25/2013
MORGAN STANLEY (HARTFORD CT)
CT
03/14/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
MO
01/04/1993 - 04/08/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/24/1984 - 01/06/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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