Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Towne Melges is a financial advisor with Raymond James & Associates, Inc. Jonathan has been in the industry since December 2002 and is registered to provide investment advice in 28 states and the District of Columbia. Jonathan is a licensed securities principal, holding the Series 10 and Series 9 qualifications. Jonathan provides investment advisory services to individuals, businesses, pension and profit-sharing plans, charitable organizations and insurance companies.
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.
Please see note in schedule d - miscellaneous
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
MI
06/25/2012 - Present
Raymond James & Associates, Inc. (Battle Creek MI)
MI
12/05/2002 - 06/21/2012
J.J.B HILLIARD, W.L. LYONS, LLC (BATTLE CREEK MI)
BOTH
Issued 12/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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