Jonathan VeraCRD Number: 5970456
Current Firm: Securian Financial Services, Inc.
Jonathan Vera (CRD# 5970456) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Houston, TX and has over 5 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Minnesota Life Insurance Co||St. Paul, MN||Oct 2011 - Current||6|
|Img Financial Group, Inc.||Houston, TX||Oct 2011 - Current||6|
|Img Benefits Group, LLC||Houston, TX||Oct 2011 - Current||6|
|Securian Financial Services, Inc.||St Paul, MN||Oct 2011 - Current||6|
|Yaghi's Pizzaria||Pfugerville, TX||Jul 2011 - Oct 2011||< 1|
|Securian Financial Services, Inc.||St Paul, MN||Aug 2011 - Aug 2011||< 1|
|Unemployed||Pflugerville, TX||Jun 2011 - Jul 2011||< 1|
|Telenetwork||San Marcos, TX||Jun 2010 - May 2011||< 1|
|Lladro||San Marcos, TX||May 2008 - May 2010||2|
|Van Heusen||San Marcos, TX||Sep 2007 - May 2008||< 1|
|Texas State University||San Marcos, TX||Aug 2006 - Aug 2007||1|
|H-e-b||Corpus Christi, TX||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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