Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Locklear is a financial advisor with over 20 years of experience in the industry. Jonathan has been registered with LPL Financial LLC since December 2016. Previously, Jonathan was registered with International Assets Advisory, LLC, Pacific West Securities, Inc., Colonial Brokerage, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Raymond James & Associates, Inc. Jonathan is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/01/2016 - Present
LPL Financial LLC (TAMPA FL)
FL
10/24/2012 - 09/25/2013
INTERNATIONAL ASSETS ADVISORY, LLC (TAMPA FL)
FL
12/07/2009 - 03/16/2011
PACIFIC WEST SECURITIES, INC. (TAMPA FL)
FL
02/10/2005 - 10/30/2009
COLONIAL BROKERAGE, INC. (TAMPA FL)
NY
11/21/2003 - 03/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
06/28/1999 - 11/13/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 01/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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