Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robert Francis is a financial professional with over 14 years of experience in the financial services industry. Jonathan has worked at several firms, including J.P. Morgan Securities LLC, and is currently a registered representative with City National Securities, Inc. Jonathan provides financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Jonathan has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice and guidance. Jonathan holds several industry certifications, including Series 7, Series 63, and Series 99TO. Jonathan is a highly experienced and knowledgeable financial professional who is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
08/01/2024 - Present
City National Securities, Inc. (LOS ANGELES CA)
NY
04/30/2021 - 06/29/2024
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/01/2009 - 07/12/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 11/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 99TO - Operations Professional Examination
BC
Issued 08/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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