Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Yeager is a financial advisor with over 16 years of experience in the industry. Jonathan has held several positions at various firms, including BBVA Compass Investment Solutions, Inc, ProEquities, Inc., AXA Advisors, LLC, and Private Client Services, LLC. Jonathan is currently registered with Newedge Advisors, LLC, and is a Registered Representative (Series 7, Series 53, Series 24, Series 4), and Investment Advisor Representative (Series 66). Jonathan is also a Municipal Securities Principal, and he has passed the SIE exam.
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.
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.
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2
LA
08/27/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
AL
09/17/2018 - 12/26/2023
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
AL
08/14/2014 - 09/21/2018
AXA ADVISORS, LLC (BIRMINGHAM AL)
AL
05/16/2013 - 08/07/2014
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
02/03/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
AL
06/26/2008 - 11/12/2010
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
09/04/2006 - 06/25/2008
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 01/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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