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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 Matthew Kagan is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and Texas. He has a wide range of experience, including working with individuals, corporations, and retirement plans. Jonathan has held Series 7, 10, 9, 63 and 65 securities licenses. His primary focus is on providing financial planning services. Jonathan is a Registered Representative and Investment Advisor Representative. Jonathan is also a Certified Financial Planner™ professional. Jonathan is committed to helping his clients achieve their financial goals.
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
FL
04/18/2017 - Present
Raymond James Financial Services Advisors, Inc. (NAVARRE FL)
MO
08/29/2000 - 11/08/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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