Unclaimed
Jonathan Mckinley Crisler is a financial advisor currently registered with Allstate Financial Services, LLC. Jonathan has over 18 years of experience in the financial services industry. Jonathan is licensed to sell securities in Texas and has passed the Series 7, Series 24, Series 55, Series 57TO and SIE exams. Jonathan's previous employers include Green Street Advisors, Inc., RushTrade Securities, American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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.
1
2
TX
04/30/2009 - Present
Allstate Financial Services, LLC (Dallas TX)
TX
03/15/2006 - 03/20/2009
GREEN STREET ADVISORS, INC. (DALLAS TX)
IL
03/23/2005 - 03/07/2006
RUSHTRADE SECURITIES (CHICAGO IL)
MN
09/20/2004 - 04/01/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/20/2004 - 04/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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