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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Sycamore is a financial advisor with LPL Financial LLC. Jonathan has been in the financial services industry for over 14 years. He is registered with the state of Texas and holds the Series 6, 7, 63, and 65 licenses. Jonathan is also a Certified Financial Planner. Jonathan has experience working with individual investors, corporations, and high-net-worth clients. He provides a wide range of financial services, including financial planning, investment management, and retirement planning. Prior to joining LPL Financial LLC, Jonathan worked with Cetera Advisor Networks LLC, Financial Network Investment Corporation, and AIG Financial Advisors, Inc.
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.
Consulting and other non-discretionary advisory services
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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TX
06/12/2024 - Present
LPL Financial LLC (Houston TX)
CA
02/01/2012 - 01/19/2016
CETERA ADVISOR NETWORKS LLC (SEAL BEACH CA)
CA
09/07/2010 - 12/31/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (WESTLAKE VILLAGE CA)
CA
09/08/2008 - 10/30/2008
AIG FINANCIAL ADVISORS, INC. (WOODLAND HILLS CA)
IA
Issued 06/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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