Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Matthews is an investment advisor representative with Osaic Wealth, Inc., located in Scottsdale, AZ. Jonathan has been in the financial services industry since December 1999. Jonathan is also registered as an Investment Advisor Representative in Tennessee.
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.
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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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
TN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (KNOXVILLE TN)
TN
10/26/2000 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
IL
02/04/1997 - 12/09/1997
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
IA
Issued 11/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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