Years of Experience
5-20+ Years
Huntsville, AL
8 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Dean Beuoy is a registered representative of Morgan Stanley. Jonathan has been working in the financial industry since March 29, 2017, and is registered in 29 states. Jonathan currently works in the Huntsville, Alabama branch office of Morgan Stanley. Jonathan holds the Series 66, Series 7 and SIE licenses. Jonathan has previously worked at the United States Defense Department and at Morgan Stanley Private Bank, National Association.
SPECIALIZATIONS
BIRMINGHAM, AL
9 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Blake Lewis is a registered representative with Synovus Securities, Inc. Jonathan has over 7 years of experience in the financial services industry. Prior to joining Synovus Securities, Jonathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sterne Agee & Leach, Inc. Jonathan is also a member of the Junior Board of Glenwood, a non-profit organization serving children and adults with autism. Jonathan specializes in financial planning and portfolio management for individuals and businesses. Jonathan's firm is committed to providing clients with a high level of personalized service.
SPECIALIZATIONS
Huntsville, AL
13 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Hornsby is a financial advisor at Cambridge Investment Research Advisors, Inc. in Huntsville, Alabama. Jonathan has been in the industry since 2011 and holds the Series 7, Series 66, and SIE licenses. Jonathan is also a Certified Financial Planner. Jonathan has worked for several firms in the past, including LPL Financial LLC and Lincoln Financial Advisors Corporation.
SPECIALIZATIONS
MOBILE, AL
31 Years Experience
1 Disclosures
ADVISOR BIO
Jonathan Zimlich is a financial advisor with Park Avenue Securities LLC. Jonathan is a Certified Financial Planner and has been in the financial services industry since 1994. Jonathan is registered with the state of Alabama and several other states, including Arizona, California, Connecticut, Florida, Georgia, Mississippi, New Mexico, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Jonathan is a licensed representative of Park Avenue Securities LLC, a registered broker/dealer and investment advisor. Jonathan is also a registered investment advisor representative.
SPECIALIZATIONS
HUNTSVILLE, AL
2 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Fredericks is a financial advisor at LPL Financial LLC. Jonathan has been in the financial industry for more than two years and has a strong understanding of the industry. Jonathan holds a Series 7TO, Series 66 and SIE licenses and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Jonathan is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals. Jonathan also provides consulting and other non-discretionary advisory services.
SPECIALIZATIONS
BIRMINGHAM, AL
9 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Andrew Hollingsworth is a financial advisor with Cetera Investment Advisers LLC, located in Birmingham, Alabama. Jonathan has been in the financial services industry since December 2015. Jonathan is a registered representative of Cetera Investment Services LLC and an investment advisor representative of Cetera Investment Advisers LLC. Jonathan has passed the Series 7, Series 24, Series 66, and SIE exams. Jonathan also provides wealth advising services at Regions Bank.
SPECIALIZATIONS
MOBILE, AL
4 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Paul Lentz is a financial advisor registered with Raymond James & Associates, Inc. Jonathan Paul Lentz is also an Investment Advisor Representative. Jonathan Paul Lentz has been in the industry since October 24, 2020. Jonathan Paul Lentz is also registered with the following states: Alabama, Florida, Georgia, Idaho, and Mississippi. Jonathan Paul Lentz holds Series 6, 7TO, 63, and 66 licenses. Jonathan Paul Lentz has been a Certified Financial Planner since 2020. Jonathan Paul Lentz previously worked at PRUCO SECURITIES, LLC.
SPECIALIZATIONS
Homewood, AL
2 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Arnold is a financial advisor with J.P. Morgan Securities LLC, based in Homewood, Alabama. Jonathan has been in the industry since December 2018. Previously, Jonathan was employed by Wells Fargo Clearing Services, LLC in VESTAVIA, Alabama. Jonathan is registered with FINRA and the State of Alabama. Jonathan holds the Series 66, Series 7TO, and SIE licenses. Jonathan's areas of focus are retirement planning, investment strategies, and wealth management. Jonathan is committed to providing personalized financial guidance to help clients achieve their financial goals.
SPECIALIZATIONS
Pelham, AL
1 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Estes Douglas is a financial advisor registered with Pruco Securities, LLC. Jonathan has been in the financial services industry for over 10 years and holds Series 7TO and Series 66 securities licenses as well as the SIE exam. Jonathan is also registered in Alabama and Mississippi as an Investment Advisor Representative.
SPECIALIZATIONS
BIRMINGHAM, AL
0 Disclosures
ADVISOR BIO
Jonathan Gerard Kassouf is a financial advisor with Kassouf Wealth Advisors, LLC in Birmingham, Alabama. Kassouf has been in the industry since January 2008. Jonathan is registered in Alabama and has a Personal Financial Specialist designation. Kassouf is a Director at Kassouf & Co., P.C., a public accounting firm.
SPECIALIZATIONS