Years of Experience
5-20+ Years
MILWAUKEE, WI
0 Disclosures
ADVISOR BIO
Jonathan Henshue is an investment advisor representative at Johnson Wealth Inc. He is based in Milwaukee, Wisconsin, and has been in the financial services industry since February 2012. Jonathan is also a Chartered Financial Analyst. He has a Series 65 license and is registered with the state of Wisconsin. Jonathan specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals.
SPECIALIZATIONS
RICE LAKE, WI
6 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan David Storing is a financial advisor with Osaic Wealth, Inc. Jonathan has been in the financial services industry since April 19, 2019. Jonathan is licensed to provide financial and investment advice in Wisconsin. Jonathan has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting services. In addition to his role with Osaic Wealth, Inc., Jonathan is also a financial advisor with WAZNIK HEIKE GROUP, LLC.
SPECIALIZATIONS
MILWAUKEE, WI
13 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Dekker is a financial advisor at Robert W. Baird & Co. Inc. Jonathan has over 10 years of experience in the financial services industry. Jonathan has a Series 7, Series 55, Series 63, Series 57TO, and SIE licenses. Jonathan is registered to provide investment advice in 46 states. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Jonathan is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
MILWAUKEE, WI
16 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Robert Komp is a registered investment advisor representative with Robert W. Baird & Co. Inc. Jonathan has been in the industry since August 14, 2008. Jonathan is registered with the state of Indiana and Wisconsin. Jonathan has passed the Series 66, Series 7, Series 86, Series 87, and SIE exams. Jonathan specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Jonathan is also a registered investment advisor representative with Robert W. Baird & Co. Inc. which has approximately $1 billion - $10 billion in assets under management.
SPECIALIZATIONS
FOX POINT, WI
4 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Williams is a financial advisor with J.P. Morgan Securities LLC. Jonathan specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Jonathan is licensed in Wisconsin and Hawaii and holds a Series 63, Series 6TO, and SIE license. Jonathan has been in the industry since 2021.
SPECIALIZATIONS
Beloit, WI
4 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Elliott Urish is a financial advisor with Thrivent Investment Management Inc. and has been in the industry since November 2020. Jonathan Elliott Urish is registered with both FINRA and the state of Wisconsin and holds Series 66, Series 7TO and SIE licenses. Jonathan Elliott Urish provides investment advice to individuals and families. Jonathan Elliott Urish is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
Madison, WI
15 Years Experience
2 Disclosures
ADVISOR BIO
Jonathan Burns is a financial advisor with Raymond James Financial Services Advisors, Inc. He is based in Madison, Wisconsin and has been in the industry since 2009. Jonathan holds Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Jonathan has experience working with a variety of clients, including individuals, corporations, and charitable organizations. He provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
RACINE, WI
12 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Jerome Nelson is a financial advisor with MWA Financial Services Inc., registered with the state of Wisconsin. Jonathan has been in the industry since 2013. He currently has 9 state registrations and is licensed to provide investment advice in Arizona, Florida, Georgia, Illinois, Louisiana, North Carolina, Texas, Washington, and Wisconsin. His licenses include Series 6 and Series 63. He has been with MWA Financial Services Inc. since 2014. Jonathan previously worked at HARBOUR INVESTMENTS, INC.. Jonathan focuses on financial planning, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
DE FOREST, WI
12 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Fimreite is a financial advisor at Edward Jones. Jonathan has been in the financial services industry since 2012 and is registered to offer securities in several states, including Wisconsin, Texas, and California. Jonathan is a Series 7 and Series 66 licensed professional. Jonathan helps individuals and businesses with their financial planning needs.
SPECIALIZATIONS
Madison, WI
18 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan C Schneider is a financial advisor in Madison, Wisconsin. Jonathan has been in the financial industry since December 2006. Jonathan is currently registered with Calton & Associates, Inc., and holds the Series 6, Series 63, and SIE licenses. Jonathan has been registered with Calton & Associates, Inc. since July 2019. Prior to that, Jonathan worked at CAPITAL FINANCIAL SERVICES, INC. Jonathan is a registered representative in 13 states. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Jonathan’s clientele consists of both high-net-worth individuals and pension and profit-sharing plans.
SPECIALIZATIONS
