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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 Edwards is a financial advisor with over 15 years of experience in the industry. Jonathan has worked with LPL Financial LLC since March 2019 and prior to that, Jonathan was a Financial Advisor at Morgan Stanley from June 2009 to March 2019. Jonathan holds a Series 7, Series 31 and Series 66 securities license. Jonathan offers financial planning, consulting and other non-discretionary advisory services to individuals, high net worth individuals, corporations and other businesses, investment clubs, charitable organizations, and pension and profit sharing plans. Jonathan is registered with the following states: Arizona, California, Colorado, Florida, Kentucky, Nevada, New York, Ohio, Texas, Utah, Virginia, and Washington.
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.
Consulting and other non-discretionary advisory 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.
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AZ
03/05/2019 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
06/01/2009 - 03/08/2019
MORGAN STANLEY (SCOTTSDALE AZ)
AZ
10/29/2007 - 06/04/2009
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
AZ
05/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SCOTTSDALE AZ)
BOTH
Issued 11/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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