Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jones is a financial advisor with over 10 years of experience in the industry. Jonathan is registered with MML Investors Services, LLC and holds a Series 7TO, SIE, and Series 66 license. Jonathan has been with MML Investors Services, LLC since 2022 and is a registered representative with the firm. Jonathan is also a registered investment advisor representative in New York. Jonathan specializes in providing financial advice to individuals, corporations, and trusts. Jonathan offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Jonathan has a strong commitment to providing his clients with personalized financial advice and guidance. Jonathan strives to build lasting relationships with his clients and help them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
02/05/2025 - Present
MML Investors Services, LLC (AMHERST NY)
BOTH
Issued 12/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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