Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Scott Peters is a financial advisor with over 30 years of experience in the industry. He is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, offering a range of services, including financial planning, portfolio management, and investment advisory services. Jonathan has held various positions at other firms, including Transamerica Financial Advisors, Inc. and World Group Securities, Inc. He is dedicated to helping clients reach their financial goals, and he specializes in working with individuals, families, and businesses. Jonathan holds several licenses and certifications, including Series 7, Series 24, Series 55, Series 57TO, Series 63, and Series 65.
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.
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
NJ
04/20/2016 - Present
Kestra Advisory Services, LLC (RIDGEWOOD NJ)
NJ
01/06/2012 - 03/17/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (FRANKLIN LAKES NJ)
NJ
10/21/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (POMPTON LAKES NJ)
NJ
02/01/2001 - 07/25/2011
VANDHAM SECURITIES CORP. (WOODCLIFF LAKE NJ)
NJ
07/18/1995 - 02/21/2001
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NJ
10/19/1983 - 06/16/1995
NASH, WEISS & CO. (JERSEY CITY NJ)
IA
Issued 06/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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