Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Blake Case is a financial advisor currently registered with Midwestern Securities Trading Company, LLC. Jonathon is licensed in Alabama and Kentucky. Jonathon has been in the financial industry since August 2013 and has experience working with individuals, corporations, and businesses. Jonathon specializes in providing investment advice for individuals and families, as well as 401(k) retirement plans. Jonathon also provides financial planning and education seminars to individuals, families, 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.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
1
2
KY
09/09/2022 - Present
Midwestern Securities Trading Company, LLC (Clinton KY)
BOTH
Issued 08/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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