Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Steven Koester is a financial advisor with over 12 years of experience in the financial services industry. He currently holds registrations in Arizona and California with Osaic Institutions, Inc. Jonathan has a diverse background in the financial industry and has held prior positions at Raymond James Financial Services, Inc. and AXIO Financial LLC. Jonathan holds a variety of licenses and certifications including the Series 6, 7, 24, 63 and 65. Jonathan focuses on providing financial planning and investment advice to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CA
01/17/2025 - Present
Osaic Institutions, Inc. (Newport Beach CA)
FL
01/10/2019 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AZ
07/05/2018 - 11/07/2018
AXIO FINANCIAL LLC (Scottsdale AZ)
AZ
01/10/2007 - 05/08/2008
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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