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Jonathon Vincent Ranello

Avantax Investment Services, Inc.

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About Jonathon Vincent Ranello

Jonathon Vincent Ranello is a financial advisor with Avantax Investment Services, Inc. in Dallas, Texas. Jonathon has been in the financial services industry since November 30, 2009, and has experience with a variety of firms including Paychex Securities Corporation, Northstar Securities, LLC, Instinet, LLC, and MetLife Securities Inc. Jonathon is licensed to sell securities in Colorado and Texas and holds a Series 6, 7, 24, 63, and 65 license.

Firm Information

Jonathon Ranello is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jonathon Ranello’s Registration & Firm History

TX

02/21/2023 - Present

Avantax Investment Services, Inc. (DALLAS TX)

CO

10/30/2018 - 12/21/2021

PAYCHEX SECURITIES CORPORATION (DENVER CO)

CO

01/14/2013 - 02/22/2018

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

NY

03/20/2008 - 08/23/2012

INSTINET, LLC (NEW YORK NY)

NJ

08/09/2007 - 02/21/2008

METLIFE SECURITIES INC. (CRANFORD NJ)

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Licenses & Designations

IA

Issued 11/16/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2010

Series 24 - General Securities Principal Examination

BC

Issued 08/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/08/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathon Vincent Ranello.
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