Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wesley Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Gainesville, GA. Jonathan has been in the industry since March 2015 and holds a Series 7, Series 66, and SIE licenses. Jonathan has a strong track record of success in providing financial advice to individuals and families. He is passionate about helping clients achieve their financial goals and believes in building long-term relationships with his clients. Jonathan's expertise includes financial planning, retirement planning, investment management, and estate planning. In addition to his role as a financial advisor, Jonathan is also a community coach for Gainesville Lacrosse.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
02/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Gainesville GA)
GA
03/02/2015 - 02/26/2024
EDWARD JONES (GAINESVILLE GA)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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