Unclaimed
Jonathon David Elsass is a financial advisor who is currently registered with Performance Trust Capital Partners, LLC. Jonathon has been in the financial services industry since 2008 and has a broad range of experience in the field. Jonathon has earned licenses in Series 6, 7, 63, 66, and 30 and is also registered in several states. Jonathon is dedicated to helping clients reach their financial goals through a comprehensive range of services.
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.
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.
1
2
TN
11/05/2008 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
MN
06/23/1999 - 04/10/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 11/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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