Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hurley is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Jonathan has been in the financial industry since 2010. He is a registered representative in Alabama, Oklahoma, Texas, and Washington. Jonathan holds the Series 7, Series 63, and Series 66 securities licenses and is a Certified Financial Planner. He has experience working with individuals, families, and businesses to help them reach their financial goals. Jonathan is also a Director at Riverstone Church.
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.
Solicitation fees from 3rd party money managers
1
2
TX
04/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Keller TX)
TX
09/10/2010 - 05/22/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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