Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Paul Anas is an active investment advisor representative. Jonathon has been in the industry since March 27, 1995, and is currently registered with Commonwealth Financial Network. Jonathon's current branch office location is in West Fargo, ND. Jonathon has also previously been registered with several other firms, including Wells Fargo Advisors Financial Network, LLC, RBC Capital Markets, LLC, Primevest Financial Services, Inc., Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., Edward Jones, and Lutheran Brotherhood Securities Corp. Jonathon holds Series 6, 7, 9, 10, 63, and 65 licenses. Jonathon provides financial planning and portfolio management services to individuals, corporations, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ND
11/15/2023 - Present
Commonwealth Financial Network (West Fargo ND)
ND
12/05/2013 - 11/15/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WEST FARGO ND)
ND
04/28/2006 - 12/19/2013
RBC CAPITAL MARKETS, LLC (FARGO ND)
ND
07/11/2002 - 04/28/2006
PRIMEVEST FINANCIAL SERVICES, INC. (FARGO ND)
CA
12/13/2000 - 07/03/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
10/06/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MO
12/01/1998 - 10/20/2000
EDWARD JONES (ST. LOUIS MO)
MN
03/02/1995 - 11/11/1998
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathon Anas is the right advisor for you? Invested Better is here to help.
