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 Strong is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jonathan has been in the financial services industry since 2016 and has been registered with the Securities and Exchange Commission since 2018. Jonathan is licensed to provide investment advice in a number of states, including North Carolina, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont. Prior to joining TIAA-CREF, Jonathan worked as an investment advisor representative for WELLS FARGO CLEARING SERVICES, LLC. Jonathan has a Series 6, 7, 63, and 66 license as well as the Securities Industry Essentials Examination. Jonathan specializes in providing financial planning, portfolio management for individuals, and selecting other advisors.
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.
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.
Compensation from affiliates
1
2
NC
11/14/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
02/01/2017 - 03/10/2017
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
12/09/2015 - 11/11/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BOTH
Issued 11/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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