Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Prell is a financial advisor with U.S. Bancorp Investments, Inc. Jonathan has been in the financial services industry since 2001. Jonathan's experience includes working with Fifth Third Securities, Inc., J.P. Morgan Securities LLC, Harris Investor Services, Inc., HarrisDirect LLC, Chase Investment Services Corp., Banc One Securities Corporation, and Salomon Smith Barney Inc. Jonathan holds Series 7, Series 63, Series 65, and SIE licenses. Jonathan specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
07/07/2023 - Present
U.s. Bancorp Investments, Inc. (CHICAGO IL)
IL
05/12/2015 - 12/23/2020
FIFTH THIRD SECURITIES, INC. (VERNON HILLS IL)
IL
11/02/2010 - 04/09/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
12/14/2005 - 11/15/2010
HARRIS INVESTOR SERVICES, INC. (BARRINGTON IL)
NJ
07/25/2005 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
IL
07/06/2005 - 07/26/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/17/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
06/25/1998 - 08/10/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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