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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 Burns is a financial advisor with Raymond James Financial Services Advisors, Inc. He is based in Madison, Wisconsin and has been in the industry since 2009. Jonathan holds Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Jonathan has experience working with a variety of clients, including individuals, corporations, and charitable organizations. He provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
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
WI
09/26/2017 - Present
Raymond James Financial Services Advisors, Inc. (Madison WI)
WI
03/25/2017 - 09/13/2017
MML INVESTORS SERVICES, LLC (MIDDLETON WI)
WI
07/20/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MIDDLETON WI)
IA
Issued 04/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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