Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Fortin is an Investment Advisor Representative with Mariner Wealth. Jonathan is registered in Kansas, Minnesota, and Virginia. Jonathan has been in the financial industry for over 14 years. Jonathan holds Series 7 and Series 66 securities licenses and a Series 65 investment advisor license. Jonathan has experience in financial services, tax consulting, and wealth management. Jonathan is a partner at Redpath and Company, LLC, an estate, gift, and trust tax consulting firm.
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.
Referral of prospective clients to mariner
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.
Iars are compensated for referrals
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2
KS
12/13/2023 - Present
Mariner Wealth (Overland Park KS)
GA
08/06/2010 - 02/24/2014
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
GA
05/22/2008 - 04/05/2010
SUNTRUST INVESTMENT SERVICES, INC. (ROME GA)
NY
01/22/1998 - 08/03/2000
MERCER ALLIED COMPANY, L.P. (COHOES NY)
IA
Issued 05/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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