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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 Wayne Duke is an investment professional with over 35 years of experience. Jonathan has held various roles at Synovus Securities, Inc. Jonathan is a registered investment advisor in several states including Alabama, Florida, Georgia, and West Virginia. Jonathan has experience providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jonathan is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management. Jonathan offers a wide range of financial services including financial planning, portfolio management, and educational seminars. Jonathan is committed to providing clients with the highest level of service and expertise.
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.
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.
Tax related services, administrative 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
AL
02/10/2025 - Present
Synovus Securities, Inc. (BIRMINGHAM AL)
AL
08/30/1986 - 01/03/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
08/03/1998 - 04/04/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
01/20/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
12/12/1984 - 04/22/1986
IDS FINANCIAL SERVICES INC.
NA
12/12/1984 - 04/21/1986
IDS MARKETING CORPORATION
IA
Issued 03/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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