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 Lennox is an active investment advisor representative for Independent Financial Group, LLC. Jonathan has been in the industry since 2001 and is a Certified Financial Planner. His previous employment includes time at USAA FINANCIAL ADVISORS, INC., RIVERSTONE WEALTH MANAGEMENT, INC., and MORGAN STANLEY DW INC. Jonathan has experience providing investment advice to a wide range of clients, including individuals, businesses, trusts, and pension plans. Jonathan is registered to provide investment advice in Alabama, California, Colorado, Florida, Georgia, Maryland, New York, Oklahoma, and Texas.
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.
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.
1
2
TX
07/17/2017 - Present
Independent Financial Group, LLC (Grapevine TX)
TX
05/25/2011 - 05/05/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/15/2005 - 05/17/2011
RIVERSTONE WEALTH MANAGEMENT, INC. (DALLAS TX)
NY
08/27/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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