Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Reganess is a financial advisor with over 20 years of experience in the financial services industry. Jonathan is a Certified Financial Planner and a Chartered Financial Consultant. Jonathan is currently registered with Raymond James Financial Services Advisors, Inc. and holds Series 7, 9, 10, 31, and 63 securities licenses as well as Series 65 investment advisor representative license. In addition, Jonathan is a Registered Principal for Raymond James. Jonathan's prior experience includes positions with Wells Fargo Advisors, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Jonathan specializes in providing financial planning, investment management, and insurance and liability planning services to individuals, families, and businesses. Jonathan is dedicated to providing his clients with personalized financial advice and strategies to help 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
04/16/2021 - Present
Raymond James Financial Services Advisors, Inc. (Greensboro NC)
NC
04/30/2010 - 04/21/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO NC)
NC
06/01/2009 - 05/04/2010
MORGAN STANLEY SMITH BARNEY (GREENSBORO NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENSBORO NC)
NC
02/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (GREENSBORO NC)
MO
06/15/2002 - 02/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/16/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 01/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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