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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 William Childs is a financial advisor with Great Valley Advisor Group, Inc. based in Wilmington, DE. Jonathan has been in the financial services industry since November 2013. Jonathan holds FINRA Series 6, 63, and 65 licenses as well as the SIE exam. Jonathan has previously worked with LPL Financial LLC and The Leaders Group, Inc. Jonathan specializes in providing investment advisory services, financial planning, and educational seminars.
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.
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 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.
A percentage of the total value of assets under management is charged.
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DE
09/16/2017 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
PA
08/31/2017 - 12/31/2019
LPL FINANCIAL LLC (DOYLESTOWN PA)
CO
01/06/2017 - 08/31/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
01/27/2014 - 01/11/2017
PRUCO SECURITIES, LLC. (CHALFONT PA)
IA
Issued 05/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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