Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tyler Cheatham is a financial advisor with Raymond James Financial Services Advisors, Inc. in Brookshire, TX. Jonathan has been in the industry since 2013 and holds Series 4, 7, 9, 10, 24, 63 and 65 licenses. Jonathan has a strong background in financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
03/04/2024 - Present
Raymond James Financial Services Advisors, Inc. (Brookshire TX)
TX
10/24/2016 - 12/21/2023
RAYMOND JAMES & ASSOCIATES, INC. (Houston TX)
TX
08/16/2016 - 09/30/2016
J.P. MORGAN SECURITIES LLC (Houston TX)
FL
12/22/2012 - 06/17/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
IA
Issued 02/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2019
Series 4 - Registered Options Principal Examination
BC
Issued 03/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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