Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Newport is a financial advisor with Avantax Advisory Services in HILLSBORO, OR. Jonathan has been in the financial industry since 2013 and has experience in providing financial advisory services. Jonathan is registered with FINRA and the state of Oregon. Jonathan also has a Series 7 and Series 66 license. Jonathan is a partner at JONES & ROTH FINANCIAL ADVISORS, LLC, and also a partner and shareholder at JONES & ROTH, P.C. Jonathan's areas of specialization include financial planning, pension consulting, and portfolio management.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
10/25/2019 - Present
Avantax Advisory Services (HILLSBORO OR)
OR
10/31/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (HILLSBORO OR)
BOTH
Issued 12/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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