Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mills is an Investment Advisor Representative at Blue Ridge Wealth Planners. Jonathan has been working in the financial services industry since August 2020. Jonathan has a Series 65 license and is registered to provide investment advisory services in Tennessee. Jonathan is also an insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Costs associated with the content of the workshop and/or course
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TN
11/18/2020 - Present
Blue Ridge Wealth Planners (KNOXVILLE TN)
IA
Issued 08/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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