Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Trent Robertson is a financial advisor with Cambridge Investment Research Advisors, Inc.. Jonathan has been in the industry since 2010. Jonathan is registered to provide investment advisory services in Tennessee and is also licensed as a Registered Representative in Tennessee, Illinois, Indiana, Kentucky, Mississippi, Nevada, New Mexico. Jonathan also has experience as a Registered Representative in INVEST Financial Corporation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TN
12/04/2017 - Present
Cambridge Investment Research Advisors, Inc. (Lynchburg TN)
TN
07/08/2010 - 12/04/2017
INVEST FINANCIAL CORPORATION (MURFREESBORO TN)
IA
Issued 07/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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