Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Webb, a Certified Financial Planner™ has been in the financial industry since 1994. Jonathan is a registered representative with Osaic Wealth, Inc. and provides financial planning and portfolio management services to individuals, businesses and retirement plans. Jonathan's expertise includes investment management, retirement planning, college savings and insurance.
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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2
CT
08/29/2018 - Present
Osaic Wealth, Inc. (Farmington CT)
SC
10/24/1996 - 08/16/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
09/24/1996 - 10/16/1996
LINSCO/PRIVATE LEDGER CORP.
IL
08/21/1996 - 10/16/1996
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
03/24/1995 - 08/21/1996
BHCM INC. (HOUSTON TX)
MN
03/07/1994 - 03/07/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/07/1994 - 03/07/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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