Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan W. Joelner is a financial advisor who has been in the industry since March 4, 2005. Jonathan is currently registered with LPL Financial LLC and has offices in Swansea, IL and San Diego, CA. Jonathan has previously worked for Stifel, Nicolaus & Company, Incorporated, Century Securities Associates, Inc., Chase Investment Services Corp., J.P. Morgan Securities Inc. and Banc One Securities Corporation. Jonathan has passed numerous securities exams including the Series 66, Series 10, Series 9, Series 4, Series 53, Series 24, Series 52TO, SIE, and Series 7. Jonathan is registered to provide investment advice in 32 states and is active in both the broker-dealer and investment advisor space. Jonathan specializes in providing financial advice to individuals, corporations, other businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
06/03/2024 - Present
LPL Financial LLC (SWANSEA IL)
IL
04/10/2008 - 06/21/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (O'FALLON IL)
MO
09/26/2008 - 02/16/2016
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
IL
07/06/2005 - 03/03/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/05/2006 - 02/21/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
01/26/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/10/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/03/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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