Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Gannon is a financial advisor with Vanguard Advisers, Inc. Jonathan is registered to provide investment advisory services in 53 states and two territories, as well as both Broker Dealer and Investment Advisory services in Arizona and Texas. Jonathan is a Series 6, 7, 63 and 66 licensed financial advisor with over 5 years of experience in the financial services industry. Jonathan began his career at State Farm VP Management Corp. in 2016 and joined Vanguard Advisers, Inc. in 2017. Jonathan specializes in providing financial planning services, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Jonathan also provides selection of other advisors for clients.
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.
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
AZ
09/05/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
01/01/2016 - 02/28/2017
STATE FARM VP MANAGEMENT CORP. (TEMPE AZ)
BOTH
Issued 08/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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