Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Staton is an Investment Advisor Representative with Prevail Innovative Wealth Advisors, LLC. Jonathan is based in Leawood, KS. Jonathan is registered with the state of Kansas and Missouri. Jonathan has been in the industry for over 10 years. Jonathan holds both the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Jonathan is also an attorney and may offer legal services to clients and prospects of Prevail Innovative Wealth Advisors, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Variable annuity & life sub-account management
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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KS
03/08/2022 - Present
Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)
Active
Inactive
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