Unclaimed
Jonathan Beckstead is an investment advisor representative registered with Fisher Investments. Jonathan has been in the industry since 2010. He holds Series 7, 63 and 65 licenses and is currently registered in Washington and Texas. Prior to joining Fisher Investments, Jonathan was employed by MORGAN STANLEY and FIDELITY BROKERAGE SERVICES LLC. His specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/19/2014 - Present
Fisher Investments (PLANO TX)
UT
05/18/2012 - 09/22/2014
MORGAN STANLEY (SOUTH JORDAN UT)
UT
09/06/2010 - 05/11/2012
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 06/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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