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 Johansen is an investment advisor representative who has been in the industry since 2001. He is currently registered with Raymond James Financial Services Advisors, Inc. in Oregon and Texas. Jonathan has a wide range of experience in the financial services industry, having previously worked at LPL FINANCIAL LLC, TRANSAMERICA FINANCIAL ADVISORS, INC, and WOODBURY FINANCIAL SERVICES, INC. He holds several licenses and designations, including Series 6, 7, 9, 10, 26, 63, and 65. Jonathan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
02/18/2020 - Present
Raymond James Financial Services Advisors, Inc. (West Linn OR)
OR
06/24/2010 - 10/11/2018
LPL FINANCIAL LLC (WEST LINN OR)
OR
10/09/2002 - 07/08/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (TIGARD OR)
MN
03/19/2001 - 09/25/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 01/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/23/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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