Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Albers is a financial advisor associated with Wells Fargo Clearing Services, LLC, a broker-dealer with approximately $10 billion - $50 billion in regulatory assets under management. Jonathon has been in the industry since April 2016. Jonathon has a Series 6, 7, 63, 66, 24, 4 and SIE licenses.
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.
Investment consulting services to institutional clients
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
WI
05/26/2021 - Present
Wells Fargo Clearing Services, LLC (MILWAUKEE WI)
WI
05/30/2017 - 05/06/2021
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
CO
03/14/2016 - 05/22/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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