Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jon Noble is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jon Noble has been in the industry since 1998. Jon Noble is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jon Noble has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 1998.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC

location

Ft Lauderdale, FL

experience

27 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Jon Jeffrey Rees is a financial advisor with over 20 years of experience in the financial services industry. He is currently a registered representative with Ameriprise Financial Services, LLC. Jon has held previous roles with Securities America, Inc., Wachovia Securities, LLC, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. His specializations include asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jon Edward Drinkwater is a financial advisor with over 25 years of experience in the financial services industry. Jon has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Jon currently works with LPL Financial LLC. Previously, Jon was with H&R Block Financial Advisors, Inc., Ryan Beck & Co., Morgan Stanley DW Inc., and Ameriprise Financial Services, Inc.. Jon holds the Series 63, Series 65, Series 7, Series 52, and SIE licenses. Jon has a Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Edward Jones | CFP ® (Certifications)

location

New Smyrna Beach, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jonas Alexander Roddenberry is a financial advisor with Edward Jones. Jonas has been in the financial services industry since December 2019. Jonas specializes in financial planning, pension consulting and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

FORT MYERS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jonatan Diaz is a registered representative with Wells Fargo Clearing Services, LLC. Jonatan has been in the industry since 2018 and has registrations in Florida and Georgia. Jonatan holds Series 7TO, Series 63, Series 6, and Series 66 licenses. Jonatan has a background in construction and is also a 50% owner of JDP Construction, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan David Patterson is a financial advisor who has been in the industry for over 14 years. Jonathan is currently registered with Raymond James & Associates, Inc. and is located in Saint Petersburg, Florida. Jonathan has been with Raymond James since December 2008 and is registered with the state of Florida. Jonathan holds the Series 7 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Tampa, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan David Wax is a financial advisor with over 25 years of experience in the industry. Jonathan is currently registered with Raymond James Financial Services Advisors, Inc. and has held past registrations with Raymond James & Associates, Inc.. Jonathan specializes in providing financial planning and investment management services to individuals, families, businesses, and non-profit organizations. Jonathan is also a Certified Financial Planner and holds several industry licenses and certifications.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Networth Asset Management, Inc.

location

THE VILLAGES, FL

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jonathan Michael Leftwich is a financial advisor with Networth Asset Management, Inc. Jonathan has been in the financial industry since 2014 and has a background in the mortgage industry. Jonathan offers services like financial planning, pension consulting, and portfolio management for individuals. He is registered with the state of Florida and has also worked previously with Intercarolina Financial Services, Inc.. Jonathan is also a licensed agent for Florida Blue and provides sales and service for health insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TAMPA, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan L. Crevasse is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a large firm with over $1 trillion in assets under management. Jonathan has been in the industry since 2015. Jonathan has passed the Series 7 and Series 66 exams and is registered in several states. Jonathan's specializations include insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jonathan offers a variety of services to clients, including financial planning, portfolio management, and investment management.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

J.p. Morgan Securities LLC

location

LAKE WORTH, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan David Rodriguez rosa is a financial advisor who is registered with FINRA and the state of Florida. Jonathan is associated with J.p. Morgan Securities LLC. The firm has a total of 262,026 clients with over $50 Billion in assets under management. Jonathan has held the SIE and Series 6TO registrations and is qualified to offer a variety of financial products and services. Jonathan is licensed to sell investment products and services in Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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