Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Francis Jesse is a registered Investment Advisor Representative with Spectrum Investment Advisors, Inc. Jonathon has been with Spectrum Investment Advisors, Inc. since February 2022. Jonathon is currently licensed in Wisconsin. Jonathon holds a Series 65 license. Jonathon has experience in financial planning, pension consulting, and selection of other advisors. Jonathon specializes in providing investment advisory services to individuals, corporations or other businesses, and pension and profit sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
By plan participant flat fees
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WI
06/04/2022 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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