ADVISOR BIO

Jonathan Grimm is a financial professional with over 8 years of experience in the industry. Jonathan holds licenses in multiple states and is currently affiliated with Eagle Strategies LLC. Jonathan has a strong background in financial planning and investment management, and specializes in serving high-net-worth individuals, corporations, and charitable organizations. Jonathan is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.

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ADVISOR BIO

Jonathan Cheung is a financial professional with over 10 years of experience in the industry. Jonathan is currently registered with J.p. Morgan Securities LLC and holds Series 6, 79TO, and SIE licenses. Jonathan has a strong track record of success in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Jonathan is committed to providing personalized service and helping clients achieve their financial goals.

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ADVISOR BIO

Jonathan Schmidt is a registered representative with Morgan Stanley. Jonathan has been in the securities industry since 2018 and holds Series 66, Series 7 and SIE licenses. Jonathan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jonathan has a background in finance and has worked in the financial services industry for several years. Jonathan is a dedicated financial advisor who is committed to helping his clients reach their financial goals.

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ADVISOR BIO

Jonathan Michael Fersht is an investment advisor representative with Kelsey Financial, LLC. Jonathan has been in the industry since 2010 and has held previous positions with Western International Securities, Inc., Isaak Bond Investments, Inc., and Ladenburg Thalmann & Co. Inc. Jonathan is registered with the state of California and Nevada.

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ADVISOR BIO

Jonathan William Laturner is a financial advisor with Towerpoint Wealth, LLC. Jonathan has been a registered representative since 2013 and currently holds Series 66, Series 7 and SIE licenses. Jonathan is registered to provide investment advice in California, Nevada, and Texas. In addition to investment advice, Jonathan also provides financial planning services. Prior to joining Towerpoint Wealth, Jonathan was employed by Wells Fargo Clearing Services and Purshe Kaplan Sterling Investments.

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ADVISOR BIO

Jonathan Patrick Wasey is a financial advisor with LPL Financial LLC. Jonathan has been in the financial industry since 1996. Jonathan has a Series 7, Series 63, and Series 65 licenses. Jonathan has been registered with LPL Financial LLC since 2021, and has also been registered with Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., SunTrust Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jonathan is a Certified Financial Planner. Jonathan is registered in Arizona, California, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and West Virginia. Jonathan's other business interests include SECU Financial Partners, a DBA for LPL business, and Real Estate Rental. Jonathan has a variety of experience working with different types of clients. Jonathan has a specialization in several areas, including asset allocation, portfolio management, retirement planning, investment planning, and estate planning.

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ADVISOR BIO

Jonathan David Formica is a financial advisor with over 10 years of experience in the financial services industry. Jonathan has held positions with Ameriprise Financial Services, Inc., J.P. Morgan Securities LLC and Chase Investment Services Corp. Jonathan is currently registered with LPL Financial LLC in Sacramento, California. Jonathan holds Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Jonathan Lee is a financial advisor with U.S. Bancorp Investments, Inc. located in Benicia, CA. Jonathan has been in the industry since 2017 and has a Series 63, Series 65, Series 7 and SIE licenses. U.S. Bancorp Investments, Inc. provides financial advisory services for individuals, businesses, pension plans, and charitable organizations. Jonathan is registered with FINRA and the state of California, and has been employed with U.S. Bancorp Investments, Inc. since 2019. Jonathan is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Jonathan Chang is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the industry since 2006 and has experience working with various client types including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jonathan is registered in several states including California, Texas, Arizona, Florida, and New York. Jonathan's current registrations include a Series 66 and Series 7 license, and he is also a registered investment advisor. Prior to joining Merrill Lynch, Jonathan was with BANC OF AMERICA INVESTMENT SERVICES, INC. and Ameriprise Financial Services, Inc.

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ADVISOR BIO

Jonathan Earl Mayol is an investment advisor representative with The Ayco Company, LP. Jonathan has been in the industry since 2014. Jonathan has a strong background in financial planning and investment management. Jonathan is licensed to provide investment advice in California and Texas. Jonathan specializes in providing financial advice to individuals, businesses, and charitable organizations. Jonathan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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