Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Massari is a registered investment advisor representative with State Farm Investment Management Corp. Jonathan is based in Maple Green, PA and has been in the industry since 2005. Jonathan holds licenses in Delaware, Maryland, New Jersey and Pennsylvania. Jonathan is also licensed to sell insurance with Jon Massari Insurance Agency. Jonathan is currently working with one client who is an investment company and has more than $10 billion in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
PA
04/12/2024 - Present
State Farm Investment Management Corp. (Maple Green PA)
IA
Issued 04/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Massari is the right advisor for you? Invested Better is here to help.
