Unclaimed
Jonathon Michael Sears is a registered representative of Fifth Third Securities, Inc. Jonathon is licensed to provide securities advice in 28 states, including Ohio, where Jonathon is registered as an investment advisor representative. Jonathon has been working in the financial services industry since May 4, 2014. Jonathon specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers and Financial Planning. Jonathon holds the Series 6, 7, 63 and 66 securities licenses and the SIE exam. Jonathon is also an adjunct instructor at Sinclair Community College and Indiana University East.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/09/2018 - Present
Fifth Third Securities, Inc. (PIQUA OH)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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