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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Walther is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jonathan has been in the financial services industry since 2021 and has a combined Series 66, Series 86, Series 87, and Series 7TO licenses. Jonathan is registered to provide investment advisory services in Wisconsin. Jonathan previously worked at Stephens Inc. in Little Rock, Arkansas. Jonathan is a registered representative and an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Jonathan provides investment consulting services to institutional clients. Jonathan's specializations include fixed income securities, equity securities, mutual funds, options, and variable annuities.
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.
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.
Investment consulting services to institutional clients
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.
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WI
10/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WEST BEND WI)
AR
03/01/2021 - 07/11/2022
STEPHENS (LITTLE ROCK AR)
BOTH
Issued 08/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/16/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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