Jonathan LaffertyCRD Number: 3120927
Current Firm: Principal Securities, Inc.
Jonathan Lafferty (CRD# 3120927) is an Investment Advisor Representative working at Principal Securities, Inc. in Arlington, TN and has over 18 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Delta Asset Management, LLC
Vere Global Wealth Management
|Principal Life Insurance||Arlington, TN||Jul 2015 - Current||2|
|Princor Financial Services Corporation||Arlington, TN||Oct 2009 - Current||7|
|Lafferty & Associates, LLC||Arlington, TN||Jul 2009 - Current||8|
|Metropolitan Life Insurance Company||Cordova, TN||Mar 2002 - Jul 2009||7|
|Metlife Securities||Cordova, TN||Mar 2002 - Jul 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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