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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rost is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Jefferson City, Missouri. Jonathan has been in the financial services industry since 1998 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Jonathan holds a Series 7, Series 3, Series 63, Series 66, and Series 30 license. Jonathan also holds multiple state securities licenses. In addition to his work as a financial advisor, Jonathan is also the owner of Rost & Reinhard, LLC, a firm that provides investment-related services.
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.
Investment consulting services to institutional clients
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.
1
2
MO
10/22/2020 - Present
Wells Fargo Advisors Financial Network, LLC (JEFFERSON CITY MO)
MO
07/01/2010 - 10/22/2020
WELLS FARGO CLEARING SERVICES, LLC (JEFFERSON CITY MO)
MO
04/30/2007 - 07/02/2010
INVEST FINANCIAL CORPORATION (JEFFERSON CITY MO)
MO
05/02/2006 - 04/30/2007
PFIC SECURITIES CORPORATION (JEFFERSON CITY MO)
MO
04/17/1998 - 05/26/2006
A. G. EDWARDS & SONS, INC. (JEFFERSON CITY MO)
BOTH
Issued 02/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2009
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 3 - National Commodity Futures Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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