Unclaimed
Jonathan Scott Liverman is a financial advisor in Austin, TX. Jonathan is associated with Great Point Capital LLC. Jonathan has been in the securities industry since May 7, 2008. Jonathan has passed the Series 7, Series 55, Series 63, SIE, and Series 57TO exams. Jonathan is registered with the state of Texas. Jonathan was previously registered with Assent LLC. Jonathan has been with Great Point Capital LLC since July 16, 2010.
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.
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.
1
2
TX
07/16/2010 - Present
Great Point Capital LLC (AUSTIN TX)
TX
05/07/2008 - 07/26/2010
ASSENT LLC (AUSTIN TX)
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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