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 Stearns is a financial advisor with over 17 years of experience in the industry. Jonathan has been registered with LPL Financial LLC since January 2009. Prior to that, Jonathan was employed with EDWARD JONES in Brookline, MA. Jonathan holds a Series 7, Series 24, Series 63, and Series 66 securities license. Jonathan specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Jonathan is also a registered investment advisor.
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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2
MA
03/23/2011 - Present
LPL Financial LLC (WELLESLEY MA)
MA
04/19/2005 - 01/29/2009
EDWARD JONES (BROOKLINE MA)
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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