Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Randy Hart is an investment advisor representative with Fisher Investments. Jonathan has been in the industry since July 2013. Jonathan is registered with the state of Washington and Texas and holds Series 6, Series 63, Series 65, and SIE licenses. Previously, Jonathan was employed by TRANSAMERICA FINANCIAL ADVISORS, INC. and WORLD FINANCIAL GROUP, INC. Jonathan specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jonathan has experience in financial planning, portfolio assessment, and portfolio management for businesses. Jonathan is also registered as a consultant for Guidepoint Global, providing expertise regarding private healthcare and healthcare exchanges.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/29/2015 - Present
Fisher Investments (PLANO TX)
UT
10/11/2013 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (SO. JORDAN UT)
IA
Issued 10/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jonathan Hart is the right advisor for you? Invested Better is here to help.
