Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Talbot has been in the financial industry since 2007 and has extensive experience in the securities industry. Jonathan Talbot is currently registered with Charles Schwab & Co., Inc. in San Francisco, CA. Jonathan Talbot has previously been registered with Capital Synergy Partners, W&S Brokerage Services, Inc., Wells Fargo Advisors, LLC, Chase Investment Services Corp., WAMU Investments, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jonathan Talbot holds both Series 65 and Series 66 licenses, as well as the Series 7 and SIE licenses. Jonathan Talbot can provide financial planning and selection of other advisers. Jonathan Talbot may also provide services in areas like asset-based fees for wrap programs and subscription pricing for financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/29/2024 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
NV
06/01/2018 - 08/29/2018
CAPITAL SYNERGY PARTNERS (HENDERSON NV)
NV
09/15/2017 - 11/08/2017
W&S BROKERAGE SERVICES, INC. (Las Vegas NV)
NV
07/15/2011 - 12/21/2015
WELLS FARGO ADVISORS, LLC (HENDERSON NV)
NV
05/02/2009 - 07/20/2011
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
NV
04/28/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (HENDERSON NV)
MN
10/28/2004 - 04/21/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/28/2004 - 04/21/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 7/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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