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 Fratesi is a financial advisor with over 17 years of experience in the industry. Jonathan is currently registered with Arete Wealth Advisors, LLC, a firm based in Chicago and Memphis, Tennessee. Jonathan has a broad range of experience in the investment industry, including investment banking, securities trading, and financial planning. Jonathan has expertise in serving the needs of high-net-worth individuals and businesses. In addition to his advisory work, Jonathan also acts as an insurance agent and serves as a trustee for the Joe David Meals Irrevocable Trust.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
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.
Sharing in underwriting fees from an affiliated broker-dealer
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2
TN
01/05/2023 - Present
Arete Wealth Advisors, LLC (Memphis TN)
TN
07/07/2005 - 12/31/2008
PRIVATE CONSULTING GROUP, INC. (MEMPHIS TN)
BOTH
Issued 09/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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