Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Pike Woolley is an investment advisor representative with Vanguard Advisers, Inc. Jonathan Pike Woolley has been in the financial services industry since January 20, 2005. Jonathan Pike Woolley is registered with FINRA and the state of Pennsylvania. Jonathan Pike Woolley is also registered with the state of Texas. Jonathan Pike Woolley specializes in providing financial planning and investment advice to individuals, families, and businesses. Jonathan Pike Woolley also provides portfolio management services for pooled investment vehicles.
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.
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.
1
2
PA
09/23/2020 - Present
Vanguard Advisers, Inc. (Malvern PA)
NJ
06/21/2013 - 08/19/2020
AMERIPRISE FINANCIAL SERVICES, LLC (RED BANK NJ)
NJ
10/01/2012 - 06/24/2013
J.P. MORGAN SECURITIES LLC (RED BANK NJ)
NJ
03/30/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RED BANK NJ)
RI
01/08/2004 - 04/17/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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