Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Root is a financial advisor with Janus Henderson Distributors US LLC. Jonathan has been in the financial industry for over 17 years and has a Series 6, 7, 63, and 65 licenses. Jonathan is also a registered representative in Arizona, Colorado, Florida, Illinois, and South Carolina.
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.
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.
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2
CO
01/31/2023 - Present
Janus Henderson Distributors US LLC (DENVER CO)
NE
12/18/2015 - 01/03/2023
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
ME
04/07/2011 - 10/02/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
PA
07/10/2007 - 12/01/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
MN
07/11/2005 - 07/23/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
IA
Issued 11/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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