Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Murray is a financial advisor registered with LPL Financial LLC, providing investment advice and services to individuals and businesses. Jonathan has been in the financial industry since May 2010 and has a broad range of experience. Jonathan holds FINRA Series 6, 7, and 63 licenses, as well as the SIE and Series 65 licenses. Jonathan is registered with the State of Tennessee and Florida as both a broker-dealer and an investment advisor representative. Jonathan is also registered with the state of Alabama, Georgia, Indiana, Kentucky, Massachusetts, Michigan, Mississippi, North Carolina, Ohio, Texas and Virginia. Prior to joining LPL Financial LLC, Jonathan worked with CUNA Brokerage Services, Inc., UVEST Financial Services Group, Inc., and BB&T Investment Services, Inc. Jonathan offers investment advice and services in areas including, but not limited to, financial planning, portfolio management, and retirement planning.
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
TN
06/22/2022 - Present
LPL Financial LLC (ALCOA TN)
FL
01/25/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PANAMA CITY FL)
GA
12/07/2015 - 10/20/2017
BB&T INVESTMENT SERVICES, INC. (MACON GA)
GA
10/11/2011 - 06/26/2015
LPL FINANCIAL LLC (BARNESVILLE GA)
GA
09/04/2009 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GRIFFIN GA)
IA
Issued 08/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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