Jonathan Jarvis is a registered investment advisor, based in Hamilton, OH, with 32 years of industry experience.
Location
Hamilton, OH
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan works for Verso Financial providing insurance services and advisor support, dedicating about a quarter of his time. He also works as a contributing writer for The Line Magazine, spending minimal time on this activity.
Employment History
Current Registrations
Ameritas Investment Company, LLC
February 2024 - Present · 2 yrs 3 mos
Ameritas Advisory Services, LLC
February 2024 - Present · 2 yrs 3 mos
Ameritas Investment Company, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Prosperity Capital Advisors
September 2022 - October 2023 · 1 yr 1 mo
Ameritas Advisory Services, LLC
November 2021 - June 2022 · 7 mos
Ameritas Investment Company, LLCBroker
June 2006 - June 2022 · 16 yrs
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
January 2006 - June 2006 · 5 mos
Carillon Investments, INC.Broker
January 2006 - June 2006 · 5 mos
Essex National Securities, INC.
August 2005 - December 2005 · 4 mos
Essex National Securities, INC.Broker
August 2005 - December 2005 · 4 mos
Primevest Financial Services, INC.
July 2005 - September 2005 · 2 mos
Primevest Financial Services, INC.Broker
June 2003 - September 2005 · 2 yrs 3 mos
Touchstone Securities, INC.Broker
March 2002 - December 2002 · 9 mos
Carillon Investments, INC.Broker
September 1998 - April 2001 · 2 yrs 7 mos
Mimlic Sales CorporationBroker
November 1996 - June 1997 · 7 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 1992 - May 1996 · 3 yrs 10 mos
Fidelity Brokerage Services, INC.Broker
August 1989 - July 1992 · 2 yrs 11 mos
State Registrations3 states
ILINOH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.