Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blaisdell is a financial advisor with over 20 years of experience in the industry. Jonathan is registered with Equitable Advisors, LLC and has held previous positions at VALIC Financial Advisors, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jonathan is Series 66, Series 7, and SIE licensed. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jonathan has a strong commitment to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/07/2022 - Present
Equitable Advisors, LLC (OAK BROOK IL)
TX
08/03/2004 - 08/12/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MN
10/23/2003 - 05/07/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/23/2003 - 05/07/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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