Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Caleb Anderson is an advisor registered with Ameriprise Financial Services, LLC. Jonathon has been in the industry for over 13 years and is registered in 20 states and holds licenses to provide investment advice. Jonathon is also a Certified Financial Planner™. Jonathon works with a range of clients including individuals, corporations, charitable organizations, and trusts and estates. Jonathon is passionate about helping clients achieve their financial goals and provides a variety of financial services including asset allocation, financial planning, and portfolio management.
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.
Asset allocation services
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.
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GA
02/22/2016 - Present
Ameriprise Financial Services, LLC (ALPHARETTA GA)
GA
12/06/2013 - 02/10/2016
INVEST FINANCIAL CORPORATION (ATLANTA GA)
GA
09/24/2009 - 12/11/2013
MML INVESTORS SERVICES, LLC (ATLANTA GA)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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