Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Walker is a financial professional with over 20 years of experience in the industry. He holds the Series 7 and Series 63 licenses, and is a Certified Financial Planner. Jonathan is currently registered as an Investment Advisor Representative with Paul Winkler, Inc. in Goodlettsville, TN and Gallatin, TN.
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.
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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TN
01/28/2022 - Present
Paul Winkler, Inc. (Gallatin TN)
TN
01/12/2006 - 10/04/2006
FIRST TENNESSEE BROKERAGE, INC. (CHATTANOOGA TN)
TN
02/03/2004 - 11/01/2005
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
GA
07/19/2000 - 01/09/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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