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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

JACKSONVILLE, FL

experience

31 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Jonathan Moskowitz is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jonathan has been in the securities industry since August 22, 1994. Jonathan is registered to provide investment advice in Florida and Texas. Jonathan is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative.

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
location

STUART, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Nowak is a financial advisor with over 10 years of experience in the financial services industry. Jonathan has been registered with Morgan Stanley since June 2016, and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan's expertise includes providing financial planning, portfolio management, and asset allocation advice to individuals, families, and businesses. Jonathan is licensed to provide securities advice and investment advisory services in multiple states, including California, Florida, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

Tampa, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Saunders is a registered representative with J.p. Morgan Securities LLC. Jonathan has been in the industry since June 2016 and is licensed in Florida and Texas. Jonathan has a broad range of experience, including investment advisory, financial planning, and portfolio management. Jonathan has held positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Gray-Robinson Attorneys At Law, and Florida Gulf Coast University.

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

TARPON SPRINGS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Williams is a financial advisor with Wells Fargo Clearing Services, LLC. Jonathan has been in the industry since 2005 and holds a Series 7, 7TO, 63, and 66 license. Jonathan has been registered with Wells Fargo Clearing Services since 2023 and is licensed in California, Florida, Maryland, North Carolina, Virginia and the District of Columbia. Jonathan specializes in providing financial planning and investment advice to individuals, families, and businesses. Jonathan is a member of Families Forward Charlotte, where he participates in quarterly committee meetings and reviews financials to help manage budgets and expenses.

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

RBC Capital Markets, LLC

location

Sarasota, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Black is a financial advisor who has been working in the industry since 2012. Jonathan holds a Series 66 license, as well as Series 10, Series 9, Series 7 and SIE certifications. Jonathan is currently registered with RBC Capital Markets, LLC. Jonathan has worked at RBC Capital Markets, LLC since 2010. Jonathan is a financial advisor who has been working in the industry since 2012. Jonathan has a background in financial planning and portfolio management. Jonathan is registered to provide investment advice in the state of Florida. Jonathan is also registered with the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Arkadios Wealth Advisors

location

Boca Raton, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jonathan Keller is a registered representative with Arkadios Wealth Advisors. Jonathan Keller is a licensed Investment Advisor Representative in Florida. Jonathan Keller has been in the financial services industry since 2001. Previously, Jonathan Keller was employed by SAGEPOINT FINANCIAL, INC. and SIGMA FINANCIAL CORPORATION. Jonathan Keller also has experience as a realtor at Hub Realty. Jonathan Keller's primary business is providing investment advice and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Hughes is a registered representative with Raymond James & Associates, Inc. based in St. Petersburg, Florida. Jonathan has been in the securities industry since November 15, 2013. Jonathan holds the Series 7, 86, 87 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

Equitable Advisors, LLC

location

FT. LAUDERDALE, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Joseph Urban is a financial advisor with Equitable Advisors, LLC. Jonathan is licensed to provide financial advice in Florida. He is also Series 7 and SIE exam qualified. Jonathan has been working in the financial industry for over 1 year. His office is located at ONE FINANCIAL PLAZA, SUITE 1200, FT. LAUDERDALE, FL 33394.

SPECIALIZATIONS

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

Independent Financial Partners | CFP ®,CFC ® (Certifications)

location

Winter Haven, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Duane Hunt is a financial professional with over 20 years of experience in the industry. Jonathan has a strong background in providing financial planning and investment advice to individuals, families, and businesses. Jonathan is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Jonathan is currently registered with Independent Financial Partners and is licensed in 15 states. Jonathan provides a wide range of financial services, including investment management, retirement planning, and insurance planning. Jonathan is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed
location

GAINESVILLE, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Broska is a registered representative with Edward Jones, a firm with offices in St. Louis, Missouri. Jonathan has been in the industry since November 2021. Jonathan is licensed to provide financial advice and services in several states. Jonathan has been registered with FINRA since December 2021. Jonathan's professional background includes experience in college basketball officiating and a role at the University of Florida.

SPECIALIZATIONS

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

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