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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Powers is a financial advisor with Edward Jones. Jonathan is a Certified Financial Planner™ professional and is licensed to offer securities in 27 states and investment advisory services in North Carolina and Texas. Jonathan has been in the industry since 1995. Before joining Edward Jones, Jonathan worked at Northwestern Mutual Investment Services, Inc. and Robert W. Baird & Co. Incorporated. Jonathan specializes in financial planning, retirement planning, college savings, and estate planning. Jonathan is committed to providing personalized service to his clients and helping them achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
NC
02/18/2019 - Present
Edward Jones (GREENVILLE NC)
WI
01/13/1995 - 07/18/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
01/13/1995 - 07/18/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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