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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 Castle is a financial advisor registered in Florida, New Hampshire, and Texas. Jonathan is affiliated with Mercer Global Advisors Inc., a firm with approximately $1 billion - $10 billion in assets under management. Jonathan's expertise includes portfolio management, financial planning, and trust services.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
12/06/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
FL
10/31/2005 - 07/07/2008
AIG FINANCIAL ADVISORS, INC. (JACKSONVILLE FL)
AZ
01/18/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
10/31/1995 - 01/18/2005
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 04/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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