Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M? Claim Your ProfileM. Jonathan Will is a financial advisor with Stratos Wealth Partners, Ltd., based in Powell, OH. M. Jonathan Will has been in the financial services industry since 1999. M. Jonathan Will is licensed in 12 states, including Ohio, Florida, and Texas. In addition to providing investment advice, M. Jonathan Will also offers financial planning, portfolio management, and other financial services. M. Jonathan Will is a Registered Representative with LPL Financial LLC and a Registered Investment Advisor. M. Jonathan Will is also a licensed insurance agent.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (Powell OH)
OH
06/05/2000 - 12/20/2011
WELLS FARGO ADVISORS, LLC (DUBLIN OH)
NY
06/24/1999 - 05/15/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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