Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wardenburg is an investment advisor representative with Equitable Advisors, LLC. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry for 9 years. Jonathan specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jonathan also offers educational seminars. Jonathan is licensed in Idaho, Missouri, Utah, and Virginia. Jonathan has passed the Series 7, Series 66, and SIE exams. Jonathan has previous experience at Hornor, Townsend & Kent, Inc., GF Investment Services, LLC, Global Financial Private Capital, LLC, Allstate Distributors LLC, Allstate Insurance Company, Crump Life Insurance Services, P.J. Robb Variable Corp., Farmers Insurance Company and Genworth Financial.
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
UT
10/10/2023 - Present
Equitable Advisors, LLC (SALT LAKE CITY UT)
TN
05/03/2022 - 05/31/2023
P.J. ROBB VARIABLE, LLC (MEMPHIS TN)
IL
05/11/2018 - 10/19/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
UT
08/25/2017 - 05/24/2018
G.F. INVESTMENT SERVICES, LLC (Provo UT)
UT
04/16/2015 - 06/26/2017
HORNOR, TOWNSEND & KENT, INC. (OREM UT)
UT
07/19/2012 - 05/02/2013
HORNOR, TOWNSEND & KENT, INC. (LEHI UT)
UT
10/18/2011 - 07/05/2012
SECURIAN FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
IA
Issued 06/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Wardenburg is the right advisor for you? Invested Better is here to help.
