Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wayne Fish is a financial advisor who has been in the industry since May 2020. Jonathan is registered with the state of Oregon and Washington and holds Series 63, Series 6TO and SIE licenses. Jonathan works with a variety of clients including high-net-worth individuals, pension plans, corporations, and charitable organizations. He is affiliated with U.S. Bancorp Investments, Inc. and offers a range of advisory services including financial planning, portfolio management, and publication of periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
06/01/2020 - Present
U.s. Bancorp Investments, Inc. (Portland OR)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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