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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Simonton is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the industry since 2019, working with a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations. Jonathan is licensed to provide investment advice in 20 states and holds the Series 66, 7TO, and SIE licenses. In addition to his work at Merrill Lynch, Jonathan also owns WALCAT, LLC, a real estate investment company. Jonathan's expertise and dedication to his clients have helped them reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
LA
12/10/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHREVEPORT LA)
BOTH
Issued 10/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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