Jonathan Rase (CRD# 6536482) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Lexington, KY and has over 4 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jonathan Rase | Lexington, KY | Jun 2019 - Current | 5 |
| Georgetown Futbol Club | Georgetown, KY | Jul 2017 - Current | 6 |
| Transylvania University | Lexington, KY | Aug 2016 - Jun 2019 | 2 |
| Transylvania University | Lexington, KY | Aug 2015 - Jun 2019 | 3 |
| Klausing Group | Lexington, KY | Jun 2018 - Aug 2018 | < 1 |
| Tollgate Hay And Straw | Georgetown, KY | Jun 2016 - Aug 2016 | < 1 |
| Fazolis | Georgetown, KY | Mar 2015 - Jun 2015 | < 1 |
| Scott County Schools | Georgetown, KY | Jan 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- KY
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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