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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 Booth is a financial advisor with Raymond James Financial Services Advisors, Inc. Jonathan has been in the financial services industry since August 2014. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Jonathan has a wide range of experience and expertise, and is committed to helping clients achieve their financial goals. Jonathan is registered with the Securities and Exchange Commission (SEC) and holds several licenses and certifications, including Series 6, 7, and 66. Jonathan is also a member of the Financial Industry Regulatory Authority (FINRA). Jonathan holds a State of Louisiana Investment Advisor License. Jonathan is a member of the community and is active in various organizations. Jonathan is committed to providing his clients with personalized financial advice and is passionate about helping them achieve their dreams. Jonathan previously worked with State Farm VP Management Corp. Jonathan's services include investment management, financial planning, retirement planning, college savings planning, and estate planning. Jonathan is a fiduciary and is committed to acting in his clients' best interests. Jonathan is a respected member of the financial services industry and is committed to providing his clients with the highest quality of service.
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
LA
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (MONROE LA)
IL
08/08/2014 - 06/26/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/8/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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