Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Turner is a financial advisor with Invariant Investment Management. Jonathan has been working in the financial services industry since 2010. Jonathan holds the Series 65, 66 and SIE licenses. Jonathan provides financial planning and portfolio management services for individuals. Jonathan has worked with Ameriprise Financial Services, LLC and Sequentis Capital Advisors in the past.
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.
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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PA
06/27/2024 - Present
Invariant Investment Management (CAMP HILL PA)
PA
03/22/2010 - 04/06/2020
AMERIPRISE FINANCIAL SERVICES, LLC (HERSHEY PA)
IA
Issued 03/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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