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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Murray Coombs is an investment advisor representative with Flexpath Strategies. Jonathan has been in the industry since 2015. Jonathan is licensed in California and holds Series 6, 63, and 65 licenses. Jonathan is a licensed investment adviser representative for KESTRA INVESTMENT SERVICES, LLC. Jonathan specializes in retirement planning and investment management for individuals and families. Jonathan also offers advisory services for pooled investment vehicles and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
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CA
01/01/2025 - Present
Flexpath Strategies (ALISO VIEJO CA)
CA
04/16/2015 - 04/22/2017
KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)
IA
Issued 07/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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