Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Hubbard is an investment advisor representative at Ameriprise Financial Services, LLC, a firm with over $479 billion in assets under management. Jonathon has been in the financial services industry since 2014 and holds a Series 3, 7, 9, 10 and 66 licenses. Jonathon has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC and Morgan Stanley. Ameriprise Financial Services, LLC offers a variety of financial planning and advisory services, including asset allocation services, portfolio management for individuals and businesses, and educational seminars. Jonathon is registered to provide investment advice in Arkansas, Florida, Georgia, Illinois, Massachusetts, Montana and Utah.
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.
1
2
IL
11/09/2021 - Present
Ameriprise Financial Services, LLC (Barrington IL)
NC
05/25/2018 - 10/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
06/14/2017 - 04/19/2018
E*TRADE SECURITIES LLC (CHARLOTTE NC)
MD
12/08/2014 - 05/22/2017
MORGAN STANLEY (BETHESDA MD)
MO
12/06/2013 - 12/04/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 12/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2016
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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