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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 Sarver is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jonathan has been in the industry since 1997 and is registered to provide investment advice in 26 states. Jonathan has a wide range of experience in the financial services industry, having previously worked at UBS Financial Services Inc., RBC Capital Markets, LLC, and Prudential Investment Management Services LLC. Jonathan's specializations include financial planning, investment consulting services to institutional clients, selection of other advisors, and portfolio management for individuals and businesses. Jonathan holds the Series 7, Series 31, Series 63, and Series 65 licenses.
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.
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2
MO
06/25/2024 - Present
Wells Fargo Advisors Financial Network, LLC (KANSAS CITY MO)
KS
05/24/2013 - 08/23/2019
WELLS FARGO CLEARING SERVICES, LLC (MISSION WOODS KS)
KS
04/16/2009 - 06/05/2013
RBC CAPITAL MARKETS, LLC (LEAWOOD KS)
MO
01/14/1999 - 04/23/2009
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
NJ
02/02/1998 - 11/03/1998
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
07/16/1997 - 11/03/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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