Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Donnaway is a financial advisor at LPL Financial LLC, with over 17 years of experience in the financial services industry. Jonathan has a strong background in providing financial planning and investment advice to individuals, families, and businesses. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 66 licenses. Jonathan is also a Registered Investment Advisor with ICA Group Wealth Management, LLC, an independent investment advisor firm, where he provides investment advisory services.
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.
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CO
06/25/2024 - Present
LPL Financial LLC (DURANGO CO)
CO
09/14/2007 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (DURANGO CO)
IL
04/05/2004 - 02/15/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MO
01/02/2003 - 07/09/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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