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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 Rea is a financial advisor with over 30 years of experience in the industry. Currently, Jonathan is an investment advisor representative with Ameriprise Financial Services, LLC. Jonathan has previously worked for Ameriprise Advisor Services, Inc., Gruntal & Co. Incorporated, PaineWebber Incorporated, and Securities America, Inc. Jonathan is licensed to provide financial services in many states across the country. Jonathan is passionate about helping clients reach their financial goals and is committed to providing personalized financial advice.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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MI
01/09/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
02/03/1993 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TROY MI)
NY
05/26/1992 - 02/18/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NJ
11/14/1991 - 06/03/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NE
08/12/1991 - 12/06/1991
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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