Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Good is a financial advisor registered with Commonwealth Financial Network and has been in the industry since 2008. He has experience working with various firms, including Principal Securities, Inc., UnionBanc Investment Services, LLC, Independent Financial Group, LLC and WFP Securities. Jonathan is a Series 7 and Series 66 licensed professional. He also holds a Series 26 license. Jonathan has a proven track record of providing financial advice to individuals, high net worth individuals, charitable organizations, corporations and other businesses, pension and profit sharing plans, and state or municipal government entities.
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.
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
CA
04/17/2023 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
11/18/2013 - 04/06/2023
PRINCIPAL SECURITIES, INC. (SAN DIEGO CA)
CA
01/20/2011 - 11/14/2013
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
02/26/2010 - 01/03/2011
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
04/30/2008 - 02/24/2010
WFP SECURITIES (SAN DIEGO CA)
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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