Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Eschan is a financial advisor registered with U.S. Bancorp Investments, Inc. Jonathan has been working in the financial services industry since 2004. Jonathan is currently licensed in Colorado, Florida, Indiana, Kentucky, Massachusetts, Mississippi, North Carolina, Ohio, Tennessee, and Texas. Jonathan specializes in various areas including retirement planning, insurance, mutual funds, annuities, and variable life insurance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
KY
06/10/2024 - Present
U.s. Bancorp Investments, Inc. (Cold Spring KY)
OH
10/12/2012 - 06/13/2018
J.P. MORGAN SECURITIES LLC (CINCINNATI OH)
KY
02/08/2010 - 09/28/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLORENCE KY)
KY
07/06/2005 - 02/03/2010
CHASE INVESTMENT SERVICES CORP. (FLORENCE KY)
IL
07/30/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
11/11/2003 - 02/17/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Eschan is the right advisor for you? Invested Better is here to help.
