Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bobolia is a financial advisor with over 40 years of experience in the financial services industry. Jonathan is currently a Registered Representative with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Before joining Osaic Wealth, Jonathan was a registered representative with FSC Securities Corporation. Jonathan holds a Series 3, 4, 7, 24, 53 and 63 licenses and has provided a wide range of financial services to his clients, including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors. Jonathan is licensed to provide financial advice in 26 states. Jonathan's expertise and experience make him a valuable resource for individuals and businesses seeking financial guidance.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/26/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
08/16/1995 - 11/03/2023
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
08/03/1987 - 08/16/1995
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
NA
09/29/1983 - 06/03/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
02/23/1982 - 10/19/1983
SHEARSON/AMERICAN EXPRESS INC.
NA
05/22/1980 - 02/17/1982
FIRST JERSEY SECURITIES, INC.
BC
Issued 08/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/2004
Series 4 - Registered Options Principal Examination
BC
Issued 05/26/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1982
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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