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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 who has been in the industry since 2016. Jonathan is registered with Wells Fargo Advisors Financial Network, LLC and is licensed in New Hampshire and Texas. Jonathan has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Jonathan's areas of expertise include financial planning, portfolio management, and investment consulting services. Jonathan holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Jonathan also holds the Certified Financial Planner designation.
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.
Investment consulting services to institutional clients
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.
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NH
07/15/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ALLENSTOWN NH)
NH
10/26/2016 - 07/08/2022
UBS FINANCIAL SERVICES INC. (MANCHESTER NH)
IA
Issued 12/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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