Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Phillip Bednar is a financial advisor with over 30 years of experience in the financial services industry. Jonathan currently works with Independent Advisor Alliance, LLC, which is headquartered in Charlotte, NC. Jonathan offers a wide range of financial planning services to individual investors, businesses, and institutions. Jonathan is also a registered representative with LPL Financial, LLC. Prior to his current role, Jonathan held positions with several other firms including Merrill Lynch, J.J.B. Hilliard, W.L. Lyons, Inc., Raymond James Financial Services, Inc., Prudential Securities Incorporated, and Edward D. Jones & Co., L.P..
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
TN
05/02/2016 - Present
Independent Advisor Alliance, LLC (Knoxville TN)
NY
12/02/1999 - 06/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KY
09/22/1994 - 12/23/1999
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
FL
12/01/1999 - 12/03/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
05/08/1992 - 10/04/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
12/11/1990 - 05/19/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 01/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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