Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Luke Read is a financial advisor based in Wellesley, MA with over two years of experience in the industry. Jonathon is registered with the state of Massachusetts. Jonathon has passed the Series 7, Series 63, and Series 66 examinations and is currently employed by Equitable Advisors, LLC, working out of the Wellesley, MA branch office. Jonathon previously worked for John Hancock Distributors LLC. Jonathon provides financial planning services to individuals, businesses, trusts, estates, and high-net-worth clients. Jonathon also provides investment advisory services, pension consulting, and educational seminars.
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.
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.
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MA
11/13/2024 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
10/28/2022 - 08/07/2024
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 08/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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