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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 Cromer is a financial advisor with LPL Financial LLC. Jonathan has been working in the financial services industry since January 10, 2019. Jonathan Cromer holds the Series 66, Series 7TO, and the SIE licenses. Jonathan is registered in 18 states and 3 states for investment advisor registration. Jonathan has a total of 20 years of work experience in the financial services industry. Jonathan Cromer has worked for Texas Bank and Trust, Raymond James Financial Services, Inc., and LPL Financial LLC. Jonathan Cromer is a financial advisor who is focused on providing clients with personalized financial advice and investment strategies.
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.
Consulting and other non-discretionary advisory services
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
TX
08/27/2021 - Present
LPL Financial LLC (LONGVIEW TX)
TX
01/11/2019 - 09/03/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONGVIEW TX)
BOTH
Issued 02/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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