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 Kotecki is a financial advisor with Frost Investment Services in San Antonio, Texas. Jonathan has been in the financial services industry since 2005. He is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Jonathan has experience working with clients of various types including individuals, high-net-worth individuals, corporations, and charitable organizations. Jonathan specializes in providing financial planning, portfolio management, and other advisory services. Jonathan previously worked with Citigroup Global Markets Inc., USAA Financial Advisors, Inc., E*TRADE LLC, ING Financial Partners, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
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.
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TX
01/28/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
03/13/2012 - 11/16/2018
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
11/15/2007 - 03/19/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
AZ
02/27/2007 - 10/31/2007
ECHOTRADE LLC (PHOENIX AZ)
FL
07/27/2006 - 02/09/2007
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
FL
05/02/2005 - 07/25/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
MN
05/02/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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