Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Trump is a financial advisor with Avantax Investment Services, Inc. Jonathan has been in the financial services industry since 2010. Jonathan's primary office is located in DALLAS, TX. Jonathan is registered with FINRA. Jonathan has passed the Series 7, Series 63 and Series 65 exams. Jonathan has previous experience with H. BECK, INC., MORGENTHAU & ASSOCIATES, INC., and LEGG MASON WOOD WALKER, INCORPORATED.
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.
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.
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2
TX
03/21/2022 - Present
Avantax Investment Services, Inc. (DALLAS TX)
MD
10/15/2007 - 12/19/2012
H. BECK, INC. (BETHESDA MD)
FL
02/15/2007 - 12/01/2008
MORGENTHAU & ASSOCIATES, INC. (FT. LAUDERDALE FL)
MD
04/26/2000 - 03/13/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 04/30/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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