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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 Bonnoront is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathon is also a registered investment advisor in Ohio and Texas. Jonathon has been in the securities industry since November 2017. The advisor is registered with FINRA and has passed the Series 7, Series 66 and SIE exams. Jonathon is registered to provide investment advice in 41 states. The advisor specializes in investment companies, business development companies, corporations or other businesses and individuals other than high-net-worth individuals. The advisor also provides advisory services such as performance measurement reports, allocation modeling, IPS, research reports and services, see Schedule D, portfolio management for individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
02/05/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FINDLAY OH)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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