Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Taylor Beaton is a financial advisor who has been in the industry since 2017. Jonathan is currently registered with Osaic Wealth, Inc. and is licensed in several states. Previously, Jonathan was employed by Key Investment Services LLC, LPL Financial LLC and Securities America, Inc. Jonathan has a broad range of experience and expertise in financial planning, portfolio management, and pension consulting. Jonathan works with individuals, businesses, and charitable organizations.
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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2
PA
09/26/2024 - Present
Osaic Wealth, Inc. (ERIE PA)
PA
12/08/2021 - 06/14/2024
SECURITIES AMERICA, INC. (ERIE PA)
PA
06/25/2018 - 12/22/2021
LPL FINANCIAL LLC (ERIE PA)
PA
03/01/2017 - 06/26/2018
KEY INVESTMENT SERVICES LLC (ERIE PA)
IA
Issued 06/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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