Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Verden Bever is a financial advisor with over 25 years of experience in the industry. Jonathan holds Series 6, 7, 31, 63, and 65 licenses and has worked for several reputable firms including Merrill Lynch, Piper Jaffray, UBS Financial Services, Oppenheimer & Co. Inc., and Fulcrum Wealth Advisors. Currently, Jonathan is a Registered Representative for Cetera Investment Advisers LLC and Fulcrum Wealth Advisors, LLC. Jonathan provides portfolio management, financial planning, estate planning, and other advisory services to individuals, families, businesses, and institutions.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
08/24/2012 - 09/22/2017
OPPENHEIMER & CO. INC. (BELLEVUE WA)
WA
08/12/2006 - 09/04/2012
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
WA
12/06/2002 - 08/12/2006
PIPER JAFFRAY & CO. (BELLEVUE WA)
NY
01/07/1997 - 12/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
05/03/1995 - 09/06/1995
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
IA
Issued 10/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Bever is the right advisor for you? Invested Better is here to help.
