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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 Ongcuangco Reyes is a financial advisor with Cetera Investment Advisers LLC, based in Katy, TX. Jonathan has been in the industry since June 1992 and has worked with several financial firms, including Raymond James Financial Services, Inc., Chase Investment Services Corp., Next Financial Group, Inc., and First Midamerica Investment Corporation. He holds a variety of licenses, including Series 6, 7, 63, and 66. He is currently registered with Cetera Investment Advisers LLC as a Registered Representative in Texas. Jonathan's primary focus is on providing financial planning services to individuals, businesses, and other entities, including charitable organizations, corporations, and pension and profit-sharing plans.
KATY, TX
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.
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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TX
01/19/2024 - Present
Cetera Investment Advisers LLC (KATY TX)
FL
12/22/2023 - 12/31/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
01/06/2011 - 12/21/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
04/24/2009 - 12/16/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
05/08/2008 - 04/02/2009
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
10/01/2007 - 04/16/2008
ALLSTATE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
03/02/2006 - 09/20/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (HOUSTON TX)
MA
10/20/2004 - 02/07/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/31/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
09/18/1992 - 04/10/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
01/07/1992 - 08/12/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 8/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 1/3/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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