Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan William King is a financial professional with a broad range of experience, having served as an Investment Advisor Representative (IAR) for Cambridge Investment Research Advisors, Inc. since March 2023. Before joining Cambridge, Jonathan was an IAR for Lincoln Financial Securities Corporation and Capital Guardian, LLC, as well as a registered representative for Woodbury Financial Services, Inc. Jonathan has a strong understanding of the financial services industry, evidenced by his extensive experience and the various licenses and certifications he holds. Jonathan is dedicated to providing personalized financial advice to individuals and families, helping them to achieve their financial goals. Jonathan's commitment to his clients is reflected in his dedication to his profession and his ongoing pursuit of professional development.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
03/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Columbia SC)
SC
02/02/2016 - 03/08/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA SC)
SC
08/17/2015 - 02/01/2016
CAPITAL GUARDIAN, LLC (COLUMBIA SC)
SC
08/07/2008 - 10/16/2009
WOODBURY FINANCIAL SERVICES, INC. (COLUMBIA SC)
BOTH
Issued 09/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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