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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonna? Claim Your ProfileJonna Leigh Damiano is a financial advisor with LPL Financial LLC. Jonna has been in the financial services industry since 1997 and has a Series 7 and Series 63 license, along with the SIE and Series 65 exams. She is registered to provide investment advice in Texas and Washington and has previous experience with Ameritas Investment Corp., American Express Financial Advisors Inc. and IDS Life Insurance Company. Jonna's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Jonna provides financial planning, portfolio management for individuals and businesses, consulting, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
09/14/2022 - Present
LPL Financial LLC (SPOKANE WA)
OR
01/25/2019 - 07/07/2021
LPL FINANCIAL LLC (BEND OR)
WA
08/03/2017 - 01/25/2019
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
WA
01/03/2017 - 07/07/2017
CUSO FINANCIAL SERVICES, L.P. (Spokane WA)
WA
02/06/2009 - 01/10/2017
LPL FINANCIAL LLC (SPOKANE WA)
WA
10/13/2005 - 01/22/2009
U.S. BANCORP INVESTMENTS, INC. (SPOKANE WA)
NE
07/07/2004 - 07/12/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MN
04/30/1997 - 07/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/30/1997 - 07/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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