Jonathan Close (CRD# 6074284) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 11 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4420604
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Saint Louis, MO | Mar 2020 - Current | 4 |
| Wells Fargo Clearing Services, Llc/wells Fargo Advisors | Des Moines, IA | Dec 2015 - Mar 2020 | 4 |
| Edward Jones | St. Louis, MO | Jun 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- IA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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