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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 Leman is a financial advisor with Commonwealth Financial Network. Jonathan has been working in the financial services industry since 1993 and holds a Series 6, 7, 24 and 63 licenses. Jonathan also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Jonathan's experience with American United Life Insurance Company, American General Securities Incorporated, and USLIFE Equity Sales Corp. provides a broad understanding of the financial services industry. Jonathan is also a Registered Representative of Commonwealth Financial Network. Jonathan is experienced in working with high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
12/18/1998 - Present
Commonwealth Financial Network (FORT WAYNE IN)
IN
05/17/1995 - 09/24/1998
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
AZ
10/01/1997 - 08/24/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
03/17/1997 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
08/27/1994 - 05/04/1995
USLIFE EQUITY SALES CORP.
NY
01/04/1993 - 05/04/1995
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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