Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Welch is a financial advisor registered with Academy Securities, Inc. with 10 years of experience in the industry. Jonathan is registered in California and New York and holds Series 63, 66 and 7 licenses as well as the SIE exam. Jonathan previously worked at U.S. BANCORP INVESTMENTS, INC., Jefferies & Company, Inc. and A. G. EDWARDS & SONS, INC.
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.
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.
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2
CA
03/09/2018 - Present
Academy Securities, Inc. (Roseville CA)
CA
05/18/2012 - 03/01/2018
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
CA
07/26/2010 - 05/09/2012
JEFFERIES & COMPANY, INC. (SACRAMENTO CA)
MO
03/15/2005 - 03/13/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 06/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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