Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stroup is a financial advisor with Cuso Financial Services, LP, with more than 26 years of experience in the industry. Jonathan is currently registered with FINRA and is licensed to provide financial advice in the state of California. Jonathan specializes in providing a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jonathan has a proven track record of success in helping clients achieve 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
05/06/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
OH
09/13/2018 - 07/20/2020
J.P. MORGAN SECURITIES LLC (Cleveland OH)
OH
10/01/2008 - 02/14/2017
J.P. MORGAN SECURITIES LLC (CLEVELAND OH)
OH
08/03/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (AKRON OH)
OH
07/06/2005 - 07/27/2007
CHASE INVESTMENT SERVICES CORP. (CLEVELAND OH)
IL
03/23/1995 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
01/27/1993 - 01/06/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/27/1993 - 01/06/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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