Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mark Vest is an Investment Advisor Representative associated with Watts Gwilliam & Company, LLC. Jonathan is registered in Arizona. Jonathan has been in the industry since 2005 and offers investment advice for individuals, businesses, pooled investment vehicles, and charitable organizations. Jonathan has passed the Series 65 examination and is currently active in the industry. Jonathan is also a licensed real estate agent and enjoys serving clients in this capacity.
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.
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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AZ
01/02/2008 - Present
Watts Gwilliam & Company, LLC (GILBERT AZ)
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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