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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 Bower is a financial advisor with LPL Financial LLC in Grand Rapids, Michigan. Jonathan Bower has been in the financial industry since April 27, 1984, and has experience working with a variety of clients, including individuals, corporations, and institutional investors. Jonathan Bower is registered with the state of Michigan as an Investment Advisor Representative (IAR) and a Registered Representative (RR). Jonathan Bower offers a range of financial services, including investment advisory, portfolio management, financial planning, and retirement planning.
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
MI
12/10/2010 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
05/06/2005 - 12/13/2010
WELLS FARGO ADVISORS, LLC (GRAND RAPIDS MI)
NY
03/28/1996 - 05/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
06/12/1985 - 04/04/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
02/24/1984 - 04/08/1985
THOMSON MCKINNON SECURITIES INC.
IA
Issued 10/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/17/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/17/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/17/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/1984
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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