Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Yolles is a financial advisor with The Colony Group, LLC. Jonathan has been in the financial services industry since 1996 and has experience in both the brokerage and investment advisory fields. Jonathan has held various positions with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, and Prudential Securities Incorporated. Jonathan holds a Series 63, Series 65, Series 7, and Series 24 licenses. Jonathan is registered with the state of Connecticut and Texas as an investment advisor representative. In addition to his work as a financial advisor, Jonathan is also a basketball coach.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
CT
11/07/2024 - Present
THE Colony Group, LLC (Windsted CT)
CT
06/20/2014 - 08/02/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WEST HARTFORD CT)
CT
07/01/2003 - 06/20/2014
WELLS FARGO ADVISORS, LLC (WEST HARTFORD CT)
NY
09/10/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jonathan Yolles is the right advisor for you? Invested Better is here to help.
