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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 Maloney is a financial advisor with over 20 years of experience in the industry. Jonathan Maloney is currently registered with LPL Financial LLC in Cedar Rapids, IA, and has been working with the firm since January 2024. Jonathan Maloney has previously worked with WELLS FARGO ADVISORS LLC and WELLS FARGO CLEARING SERVICES, LLC. Jonathan Maloney holds the Series 7, Series 66, and SIE licenses and is registered in 23 states. Jonathan Maloney specializes in providing financial advice to individuals, corporations, and other businesses. Jonathan Maloney focuses on retirement planning, investment management, and college savings.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IA
01/23/2024 - Present
LPL Financial LLC (Cedar Rapids IA)
IA
01/03/2011 - 01/31/2024
WELLS FARGO CLEARING SERVICES, LLC (MARION IA)
IA
04/30/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CEDAR RAPIDS IA)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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