Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Harper is a financial advisor with over 15 years of experience in the industry. Jonathan is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since 2011. Prior to that, Jonathan was registered with Commonwealth Financial Network and NYLIFE Securities Inc. Jonathan holds a number of licenses and certifications, including Series 6, 7, 9, 10, 63, and 65. Jonathan is also a registered Investment Advisor Representative in both Florida and Texas. Jonathan is committed to providing personalized financial advice to individuals, families, and businesses. Jonathan's specializations include financial planning, portfolio management, and educational seminars.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (THE VILLAGES FL)
FL
10/02/2007 - 12/31/2010
COMMONWEALTH FINANCIAL NETWORK (ORLANDO FL)
FL
03/12/2004 - 11/14/2006
NYLIFE SECURITIES INC. (WINTER PARK FL)
IA
Issued 06/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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