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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 Matteson is a financial advisor with LPL Financial LLC, based in Fort Mill, SC. Jonathan has been in the financial services industry since May 2010. Jonathan has a strong background in financial planning and portfolio management, and is committed to providing personalized advice to help clients achieve their financial goals. Prior to joining LPL Financial LLC, Jonathan worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Jonathan holds a Series 6, Series 7, Series 99TO, and Series 63 licenses.
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.
Consulting and other non-discretionary advisory services
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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2
SC
09/28/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/03/2015 - 06/06/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
TX
07/19/2011 - 06/04/2015
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
10/21/2009 - 07/21/2011
CHASE INVESTMENT SERVICES CORP. (KINGWOOD TX)
BC
Issued 10/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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