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 Lentz is a financial advisor registered with Raymond James & Associates, Inc. Jonathan Paul Lentz is also an Investment Advisor Representative. Jonathan Paul Lentz has been in the industry since October 24, 2020. Jonathan Paul Lentz is also registered with the following states: Alabama, Florida, Georgia, Idaho, and Mississippi. Jonathan Paul Lentz holds Series 6, 7TO, 63, and 66 licenses. Jonathan Paul Lentz has been a Certified Financial Planner since 2020. Jonathan Paul Lentz previously worked at PRUCO SECURITIES, LLC.
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
AL
05/12/2022 - Present
Raymond James & Associates, Inc. (MOBILE AL)
FL
11/10/2016 - 04/09/2018
PRUCO SECURITIES, LLC. (JACKSONVILLE FL)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 6 - Investment Company Products/Variable Contracts 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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