Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Papac is a financial advisor with Fidelity Personal and Workplace Advisors. Jonathan has been working in the financial services industry since 2011. Jonathan holds the Series 66, Series 7 and SIE licenses. Jonathan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and is currently licensed in 52 states. Jonathan has previous experience with J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, VOYA INVESTMENTS DISTRIBUTOR, LLC, FIFTH THIRD SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WADDELL & REED, INC. and AXA ADVISORS, LLC. Jonathan provides financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
GA
08/14/2023 - Present
Fidelity Personal AND Workplace Advisors (CANTON GA)
GA
09/09/2021 - 07/22/2023
J.P. MORGAN SECURITIES LLC (CANTON GA)
GA
06/16/2020 - 08/26/2021
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
GA
03/19/2019 - 06/02/2020
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
GA
05/10/2018 - 03/15/2019
FIFTH THIRD SECURITIES, INC. (MARIETTA GA)
GA
09/05/2012 - 05/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARTERSVILLE GA)
WA
05/28/2010 - 09/24/2010
WADDELL & REED, INC. (BELLEVUE WA)
WA
08/20/2008 - 01/28/2010
AXA ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 09/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jonathan Papac is the right advisor for you? Invested Better is here to help.
