Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Butler is a financial advisor with Wealth Enhancement Advisory Services, LLC. Jonathan is a registered representative in California and has been in the industry since 2000. Jonathan earned a Series 7 General Securities Representative Examination and a Series 63 Uniform Securities Agent State Law Examination. Jonathan is a Chartered Financial Analyst. Jonathan has experience with high net worth individuals, corporations, and individuals other than high net worth individuals. Jonathan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/16/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
05/02/2000 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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