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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Tilford is a financial advisor at Edward Jones. Jonathon has been in the industry since July 2012 and has a combined 21 years of experience. Jonathon's office is located in Versailles, Kentucky and he is licensed to conduct business in 24 states. Jonathon has passed the Series 6, Series 7, Series 63, and Series 66 exams. Jonathon is a financial advisor, specializing in investment planning, retirement planning, and estate planning. Jonathon is also a pastor at My Father's House Church in Versailles, Kentucky.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
KY
10/19/2023 - Present
Edward Jones (VERSAILLES KY)
KY
05/28/2014 - 11/19/2015
NYLIFE SECURITIES LLC (LOUISVILLE KY)
KY
10/01/2012 - 05/15/2014
J.P. MORGAN SECURITIES LLC (ELIZABETHTOWN KY)
KY
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELIZABETHTOWN KY)
BOTH
Issued 01/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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