Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Richmond is a registered investment advisor representative with Provise Management Group, LLC. Jonathan has been in the securities industry since October 2021 and is licensed to provide investment advisory services in Florida and Texas. Previously, Jonathan worked at Ameritas Investment Company, LLC in Stillwater, Oklahoma. Jonathan has a combined state law exam, a general securities representative examination and a securities industry essentials examination. Jonathan specializes in Retirement Planning, Mutual Funds, Variable Annuities, Investment Advisory Services, and Financial Planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees as solicitor for seabridge invest advisor
1
2
FL
03/07/2024 - Present
Provise Management Group, LLC (Clearwater FL)
OK
10/26/2021 - 02/26/2024
AMERITAS INVESTMENT COMPANY, LLC (STILLWATER OK)
BOTH
Issued 11/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jonathan Richmond is the right advisor for you? Invested Better is here to help.
