Unclaimed
Jonathon Richard Waechter is an investment advisor representative with First Command Advisory Services. Jonathon has been in the industry since March 2024, and is registered with the state of Virginia. Jonathon is a member of the U.S. Coast Guard and also serves as Vice President on the board of the Running Man Home Owners Association. Jonathon is also registered to sell investment company products and variable contracts.
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.
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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VA
09/23/2024 - Present
First Command Advisory Services (Newport News VA)
IA
Issued 05/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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