Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Patterson is an investment advisor representative with U.S. Bancorp Investments, Inc. based in Blue Island, Illinois. Jonathan has been in the industry since 1997 and has a wide range of experience in financial services. He is a Series 6, 7, and 63 licensed professional and holds the SIE designation. Jonathan is also a licensed Investment Advisor Representative in Illinois and Indiana. Previously, Jonathan held various positions at Fifth Third Securities, Inc., Cetera Investment Services LLC, and Wintrust Investments LLC. Jonathan specializes in retirement planning, asset management, and investment products.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
05/17/2024 - Present
U.s. Bancorp Investments, Inc. (Chicago IL)
IL
07/15/2022 - 05/13/2024
WINTRUST INVESTMENTS LLC (Crete IL)
IL
06/03/2019 - 07/19/2022
FIFTH THIRD SECURITIES, INC. (HARVEY IL)
IL
02/02/2015 - 05/29/2019
CETERA INVESTMENT SERVICES LLC (SOUTH HOLLAND IL)
IL
09/30/2010 - 02/03/2015
U.S. BANCORP INVESTMENTS, INC. (PARK FOREST IL)
IL
03/08/2007 - 10/08/2010
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
01/06/2003 - 02/07/2007
LASALLE FINANCIAL SERVICES, INC. (MATTESON IL)
IL
03/01/1999 - 12/11/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/29/1996 - 02/08/1999
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 03/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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