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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 Steele Brown is a financial advisor registered with Cornerstone Wealth. Jonathan has been working in the financial services industry since 2005 and has been associated with Cornerstone Wealth since January 2018. Jonathan holds the Series 6, 7, 63, and 65 licenses and the SIE designation, as well as the Certified Financial Planner (CFP) designation. Jonathan offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jonathan is registered with the state of South Carolina as an Investment Advisor Representative.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
SC
01/16/2018 - Present
Cornerstone Wealth (Greenville SC)
SC
07/20/2011 - 11/08/2017
LPL FINANCIAL LLC (GREENVILLE SC)
NC
08/04/2009 - 07/20/2011
SECURITIES AMERICA, INC. (CORNELIUS NC)
NC
08/05/2005 - 07/15/2009
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 03/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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