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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 Ryan Heath is a financial professional in Plano, TX. Jonathan Ryan Heath is an Investment Advisor Representative and holds the following licenses: Series 63, Series 65, Series 7, Series 7TO and SIE. Jonathan Ryan Heath is currently employed by Fisher Investments, where he has been since March 2024. Previously, Jonathan Ryan Heath was employed by TD Ameritrade, Inc. in Southlake, TX and Fidelity Brokerage Services LLC in Westlake, TX. Jonathan Ryan Heath specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jonathan Ryan Heath has experience providing financial planning services and portfolio assessment. Jonathan Ryan Heath is also the owner of Rio Dulce Coffee, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/10/2024 - Present
Fisher Investments (PLANO TX)
TX
01/01/2021 - 10/28/2021
TD AMERITRADE, INC. (Southlake TX)
TX
11/19/2009 - 02/21/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 05/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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