Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Butterfield is a financial advisor with over 14 years of experience in the industry. Jonathan is registered with Charles Schwab & Co., Inc. in Florida and Texas, and has previously worked at Truist Investment Services, Inc., PNC Investments, and Wachovia Securities, LLC. Jonathan has a strong background in investments, and holds Series 6, 7, 63 and 65 licenses. Jonathan's areas of expertise include wrap fee programs and financial planning. Jonathan specializes in serving individuals and other investment advisors, and is committed to providing personalized and comprehensive financial advice.
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
01/02/2025 - Present
Charles Schwab & CO., Inc. (St. Johns FL)
FL
12/19/2014 - 03/30/2022
TRUIST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
DC
09/04/2014 - 12/02/2014
PNC INVESTMENTS (WASHINGTON DC)
VA
05/09/2007 - 01/08/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
VA
12/11/2001 - 04/20/2007
WACHOVIA SECURITIES, LLC (RICHMOND VA)
IA
Issued 11/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jonathan Butterfield is the right advisor for you? Invested Better is here to help.
