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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 Koop is an Investment Advisor Representative with Bedel Financial Consulting Inc., a firm with 14 Investment Advisor Representatives in the United States. Jonathan Koop is based out of Indianapolis, IN. Jonathan Koop has been in the financial industry since 9/13/2012. Jonathan Koop is registered in Indiana as a Investment Advisor Representative. Jonathan Koop holds the Series 66, Series 7, and SIE exams. Jonathan Koop is a Chartered Financial Analyst.
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.
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.
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IN
12/12/2018 - Present
Bedel Financial Consulting Inc. (INDIANAPOLIS IN)
OH
09/13/2012 - 06/23/2015
EDWARD JONES (WEST CHESTER OH)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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