Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Paul Larue is a financial advisor with over 15 years of experience in the financial services industry. Jonathan is currently registered with Raymond James & Associates, Inc. Jonathan specializes in a variety of financial services, including financial planning, portfolio management, and retirement planning. Jonathan is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed decisions about their financial future. Previously, Jonathan held positions at TIAA-CREF Individual & Institutional Services, LLC, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC. and AXA Advisors, LLC. Jonathan is a licensed securities professional and holds the Series 7 and Series 66 licenses.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/10/2024 - Present
Raymond James & Associates, Inc. (ROCHESTER NY)
NY
04/30/2014 - 05/10/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROCHESTER NY)
NY
12/14/2012 - 04/09/2014
J.P. MORGAN SECURITIES LLC (ROCHESTER NY)
NY
03/16/2011 - 04/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCHESTER NY)
NY
11/17/2005 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCHESTER NY)
NY
10/08/2004 - 06/15/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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