Unclaimed
Jonathon Edward Rowles is a financial professional with over 15 years of experience in the industry. He is currently registered with Edward Wolfe LLC and holds a Series 7, 6, 24, 63, 66, and 79 license. He is also a registered representative in Delaware, District of Columbia, Maryland, and Virginia. Jonathon previously worked at Cambridge Investment Research, Inc., Navy Federal Brokerage Services, LLC, ProEquities, Inc., and MWA Financial Services, Inc. He is dedicated to providing his clients with personalized financial advice and guidance.
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
VA
08/23/2021 - Present
Edward Wolfe LLC (Reston VA)
VA
07/08/2014 - 12/31/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSDOWNE VA)
VA
01/06/2014 - 07/22/2014
NAVY FEDERAL BROKERAGE SERVICES, LLC (VIENNA VA)
AL
04/01/2005 - 11/30/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
IL
04/27/2004 - 02/25/2005
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
BC
Issued 02/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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