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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 Michael Hemmesch is a financial advisor at Edelman Financial Engines. Jonathan has been in the financial services industry since 2001. Jonathan holds a Series 63, Series 66, Series 7, and SIE. Jonathan has experience with Charles Schwab & Co., Inc., Edward Jones, Fidelity Brokerage Services LLC, and Ameriprise Financial Services, LLC. Jonathan is registered to provide investment advisory services in Minnesota and Texas. Jonathan provides services to individual clients, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit sharing plans, and other investment advisors.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MN
05/15/2023 - Present
Edelman Financial Engines (MINNETONKA MN)
MN
09/01/2021 - 04/29/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minnetonka MN)
MN
03/14/2019 - 07/23/2021
FIDELITY BROKERAGE SERVICES LLC (EDINA MN)
MN
07/06/2005 - 02/11/2016
CHARLES SCHWAB & CO., INC. (MINNEAPOLIS MN)
MO
08/08/2001 - 06/15/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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