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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 Brady is a financial advisor with LPL Financial LLC. Jonathan has been in the financial services industry since 1996. Jonathan's experience includes working with both individuals and businesses. Jonathan's office is located in SAN DIEGO, CA. Jonathan holds Series 7, Series 31, Series 63, and Series 65 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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CA
12/16/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/20/2017 - 12/21/2021
SECURITIES AMERICA, INC. (ANTELOPE CA)
CA
08/01/2017 - 10/26/2017
NATIONAL PLANNING CORPORATION (ANTELOPE CA)
CA
07/19/2016 - 08/04/2017
LPL FINANCIAL LLC (ROSEVILLE CA)
CA
08/13/2008 - 07/20/2016
CETERA ADVISOR NETWORKS LLC (ROSEVILLE CA)
CA
10/20/2003 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
NE
08/17/1999 - 10/23/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/22/1999 - 07/12/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
05/01/1997 - 12/22/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
08/23/1996 - 08/08/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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