Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jones is a financial advisor at Raymond James Financial Services Advisors, Inc. in Anniston, Alabama. Jonathan has been a registered representative since January 2022. Jonathan has a Series 63, Series 7TO, Series 9, Series 10 and SIE license and is a Certified Financial Planner. Jonathan has experience in the financial services industry since 2018. Jonathan also owns Born Again Properties, LLC, a real estate brokerage/agent or development company.
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
AL
01/31/2022 - Present
Raymond James Financial Services Advisors, Inc. (Anniston AL)
BC
Issued 01/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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