Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan McCarty is a financial advisor with Invst, LLC. Jonathan has been in the industry since 2005 and is registered to provide investment advice in Indiana. Jonathan has passed the Series 6, Series 63, Series 65, and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Retirement plan services-percentage of plan assets
1
2
IN
03/04/2016 - Present
Invst, LLC (INDIANAPOLIS IN)
NE
05/29/2015 - 08/14/2015
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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