Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Row is an Investment Advisor Representative at Choreo, LLC. Jonathan has been in the industry since 2013, and previously worked for Vanguard Marketing Corporation in Scottsdale, Arizona. Jonathan holds the Series 7, 63 and 65 licenses. Choreo, LLC is a registered investment advisor with offices in Rockford, Illinois and West Hollywood, California. Choreo, LLC provides advisory services to individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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CA
02/23/2022 - Present
Choreo, LLC (West Hollywood CA)
AZ
07/09/2013 - 08/01/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 11/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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