Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ryan Mefford is a financial advisor at Charles Schwab & CO., Inc. Jonathan has been a registered representative for 17 years. Jonathan is licensed in 38 states and 2 territories, including Florida and Texas. Jonathan holds the Series 7 and 66 licenses. Jonathan also has the Series SIE license.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
03/19/2015 - Present
Charles Schwab & CO., Inc. (Sarasota FL)
CA
04/29/2010 - 03/04/2015
TD AMERITRADE, INC. (SAN DIEGO CA)
TX
08/14/2007 - 04/19/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/31/2006 - 12/06/2006
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/10/2006 - 02/01/2006
AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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