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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Sisson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA. Jonathon has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative. Jonathon holds the Series 7, 63 and 65 securities licenses. He earned his SIE in 2018. Jonathon specializes in providing financial planning and investment management services to individuals, families, businesses and retirement plans. Jonathon has a strong commitment to providing his clients with personalized financial advice and guidance. Jonathon’s previous experience includes working as a financial advisor at Wells Fargo Advisors, LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
06/29/2015 - Present
Raymond James Financial Services Advisors, Inc. (WATKINSVILLE GA)
GA
03/27/2003 - 06/10/2015
WELLS FARGO ADVISORS, LLC (MONROE GA)
MO
10/26/1999 - 03/24/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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