Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Masters is a financial advisor who has been in the industry since 1984. Currently, Jonathan is registered with Ameriprise Financial Services, LLC in Georgia and Texas. Jonathan has previously worked at several firms including Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Bear, Stearns & Co. Inc., Lehman Brothers Inc., SunTrust Equitable Securities, BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated. Jonathan holds Series 63, 65, 7, 8, 9, 10, 52 and 53 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
GA
02/02/2018 - Present
Ameriprise Financial Services, LLC (Alpharetta GA)
GA
05/31/2012 - 02/08/2018
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
04/11/2008 - 06/08/2012
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
10/14/2004 - 05/06/2008
BEAR, STEARNS & CO. INC. (ATLANTA GA)
NY
02/28/2000 - 10/25/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
GA
11/10/1997 - 02/25/2000
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
MD
09/01/1997 - 11/18/1997
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
02/06/1984 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/19/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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