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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 Myles Bowditch is a registered investment advisor representative with Fisher Investments. Jonathon has been in the industry since 2009 and has passed the Series 6, 7, 63 and 66 exams. Jonathon also has experience with Fidelity Brokerage Services LLC. Jonathon is currently registered with the state of Texas. Jonathon is also a Managing Member of Bowditch Holdings LLC, a real estate investment company. Jonathon specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Jonathon is committed to providing his clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/14/2017 - Present
Fisher Investments (PLANO TX)
TX
06/01/2009 - 10/31/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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