Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Simon Harel is a financial advisor with over 20 years of experience in the industry. Jonathan has worked with several major financial institutions, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, NATCITY INVESTMENTS, INC., PRUCO SECURITIES, LLC., MORGAN STANLEY SMITH BARNEY, CHARLES SCHWAB & CO., INC., and Lincoln Investment. Jonathan is currently registered with LPL Financial LLC, where he provides a range of services, including financial planning, investment management, and consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/08/2024 - Present
LPL Financial LLC (THE WOODLANDS TX)
TX
07/11/2022 - 01/08/2024
LINCOLN INVESTMENT (The Woodlands TX)
TX
04/20/2011 - 07/06/2022
CHARLES SCHWAB & CO., INC. (The Woodlands TX)
MO
12/18/2009 - 12/16/2010
MORGAN STANLEY SMITH BARNEY (CHESTERFIELD MO)
MO
02/14/2008 - 12/11/2009
PRUCO SECURITIES, LLC. (ST. LOUIS MO)
MO
06/08/2007 - 02/06/2008
NATCITY INVESTMENTS, INC. (ST. LOUIS MO)
NY
10/13/2000 - 05/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
MN
10/13/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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