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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robert Cozens is a registered Investment Advisor Representative with Fisher Investments. Jonathan has been in the industry since October 2009. Jonathan is registered to provide investment advisory services in Texas and Washington. Jonathan has passed the Series 65 exam, the Uniform Investment Adviser Law Examination. Jonathan's primary office location is in CAMAS, Washington at 5525 NW FISHER CREEK DR, 98607.
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.
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WA
08/22/2013 - Present
Fisher Investments (CAMAS WA)
IA
Issued 08/21/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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