Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Martin is a financial advisor with Innovation Partners LLC. Jonathan is a licensed securities professional, having passed the Series 63, 66, 7TO, SIE and 7 exams. Jonathan has over 17 years of experience in the industry. Jonathan is registered with the state of Missouri. Jonathan specializes in various financial services and offers financial planning, pension consulting, and consulting services to qualified retirement plans. Jonathan is also experienced in portfolio management for businesses and individuals. Jonathan's previous work experience includes a position at LPL Financial LLC.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
01/30/2024 - Present
Innovation Partners LLC (CHARLOTTE NC)
MO
05/24/2006 - 12/31/2018
LPL FINANCIAL LLC (WASHINGTON MO)
BC
Issued 02/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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