Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rife High is a financial advisor in Shreveport, LA. Jonathan has been in the financial services industry since 1995. Currently, Jonathan is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Jonathan was registered with CETERA INVESTMENT SERVICES LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., CAPITAL ONE INVESTMENTS, LLC, CITIGROUP GLOBAL MARKETS INC., and MORGAN STANLEY DW INC. Jonathan is also registered as an investment advisor representative in Louisiana and Texas. Jonathan holds the Series 3, 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor license. Jonathan is also a board member for the Caddo Council on Aging.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
LA
10/27/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHREVEPORT LA)
LA
02/10/2015 - 10/26/2022
CETERA INVESTMENT SERVICES LLC (SHREVEPORT LA)
LA
04/09/2012 - 02/21/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (MONROE LA)
LA
10/01/2008 - 03/22/2012
J.P. MORGAN SECURITIES LLC (SHREVEPORT LA)
LA
11/21/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SHREVEPORT LA)
LA
09/08/2003 - 11/09/2007
CAPITAL ONE INVESTMENTS, LLC (SHREVEPORT LA)
NY
04/27/2001 - 08/22/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/22/1994 - 05/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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