Jonathan Cline (CRD# 4386466) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Idaho Falls, ID and has over 22 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthwave | Idaho Falls, ID | Nov 2022 - Current | 1 |
| Letrip International | Idaho Falls,, ID | Feb 2022 - Current | 2 |
| Club Apple | Idaho Falls, ID | Jun 2021 - Current | 2 |
| Inclined Associates | Idaho Falls, ID | Feb 2014 - Current | 10 |
| Transamerica Financial Advisors, Inc. | Idaho Falls, ID | Jan 2012 - Current | 12 |
| Bell Financial | Idaho Falls, ID | Jun 2011 - Current | 12 |
| World Financial Group, Inc. | Idaho Falls, ID | Jun 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- ID
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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