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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathen? Claim Your ProfileJonathen Davey Robinson is a financial advisor with over 4 years of experience in the industry. Jonathen has a Series 7TO, SIE and Series 66 license. Jonathen is currently registered with Morgan Stanley in Alpharetta, GA, and is also registered in Texas. Jonathen has previously worked at E*TRADE Securities LLC and Edward Jones. Jonathen provides asset allocation advice, financial planning, pension consulting, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/28/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
02/23/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
GA
05/25/2019 - 02/08/2022
EDWARD JONES (WOODSTOCK GA)
BOTH
Issued 07/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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