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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 Thomas Hertneky is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Jonathan has been in the securities industry since August 17, 2015. Jonathan has provided financial services for numerous clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. Jonathan is a registered Investment Advisor Representative in 53 states and the District of Columbia. He has a wide range of experience in providing financial advice and investment management services. Jonathan is committed to 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.
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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TX
12/15/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
06/08/2020 - 07/08/2020
USAA INVESTMENT SERVICES COMPANY (ADDISON TX)
TX
11/08/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
01/29/2019 - 05/21/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
10/24/2014 - 08/06/2018
CHARLES SCHWAB & CO., INC. (Westlake TX)
PA
05/07/2013 - 10/20/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PITTSBURGH PA)
IA
Issued 05/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
Series 24 - General Securities Principal Examination
BC
Issued 09/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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