Unclaimed
Jonathon Foster is a financial professional with over 9 years of experience in the industry. Jonathon is currently registered with J.P. Morgan Securities LLC and holds Series 6, 7, 9, 10, 63, and 66 licenses. Jonathon has a strong track record of success in providing financial advice to individuals, businesses, and institutions. Prior to joining J.P. Morgan Securities, Jonathon worked at The Huntington Investment Company and Fifth Third Securities, Inc.. Jonathon specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
08/18/2016 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
OH
03/20/2015 - 04/20/2016
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
07/01/2014 - 03/06/2015
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 09/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathon Foster is the right advisor for you? Invested Better is here to help.