Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Talbot is a financial advisor who has been in the industry since 2004. He currently works at Charles Schwab & Co., Inc. and holds multiple registrations including Series 66, Series 7, and SIE. Jonathan has previously worked at several other firms, including Wells Fargo Advisors, LLC and W&S Brokerage Services, Inc.. Jonathan specializes in helping individuals and families with financial planning, investment management and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/29/2024 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
NV
06/01/2018 - 08/29/2018
CAPITAL SYNERGY PARTNERS (HENDERSON NV)
NV
09/15/2017 - 11/08/2017
W&S BROKERAGE SERVICES, INC. (Las Vegas NV)
NV
07/15/2011 - 12/21/2015
WELLS FARGO ADVISORS, LLC (HENDERSON NV)
NV
05/02/2009 - 07/20/2011
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
NV
04/28/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (HENDERSON NV)
MN
10/28/2004 - 04/21/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/28/2004 - 04/21/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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