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 registered investment advisor representative. Jonathan has been working in the financial services industry since 1996. Jonathan is currently affiliated with Cetera Investment Advisers LLC and Fulcrum Wealth Advisors, LLC. Jonathan is registered in Alaska, California, New York, Oregon and Washington. Jonathan specializes in portfolio management for individuals and businesses. Jonathan is also able to provide financial planning, estate planning, and additional advisory services.
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.
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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 3/7/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 3/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 5/2/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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