Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Doyle has been in the financial services industry for over 13 years and is currently a registered representative with Wells Fargo Clearing Services, LLC. Jonathan's career has included roles with firms such as ALPS Distributors, Inc., Patrick Capital Markets, LLC, Principal Funds Distributor, Inc., Russell Financial Services, Inc., and Lord Abbett Distributor LLC. Jonathan specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutional clients.
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.
Investment consulting services to institutional clients
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.
1
2
MO
05/05/2022 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
CO
06/19/2020 - 12/17/2021
ALPS DISTRIBUTORS, INC. (DENVER CO)
CA
07/12/2016 - 04/04/2018
PATRICK CAPITAL MARKETS, LLC (TRABUCO CANYON CA)
NY
12/21/2009 - 06/09/2016
PRINCIPAL FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
07/13/2009 - 08/28/2009
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (NEW YORK NY)
NJ
08/15/2006 - 06/23/2009
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BC
Issued 06/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Doyle is the right advisor for you? Invested Better is here to help.
