Jonathan Tue (CRD# 5263105) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Jacksboro, TN and has over 17 years of experience in the finance industry.
CRD# 2566020
Edward Jones
CRD# 5696242
Brookstone Wealth Advisors, LLC
CRD# 6793230
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eversource Wealth Advisors, LLC | Birmingham, AL | Mar 2021 - Current | 3 |
| Brokers International Financial Services | Urbandale, IA | Apr 2019 - Mar 2021 | 1 |
| Regions Bank | Knoxville, TN | Jan 2018 - Mar 2019 | 1 |
| Cetera Investment Advisers LLC | Knoxville, TN | Apr 2015 - Mar 2019 | 3 |
| Cetera Investment Services LLC | St. Cloud, MN | Mar 2015 - Mar 2019 | 4 |
| Sunshine Bank | Plant City, FL | Jan 2015 - Jan 2018 | 3 |
| Unemployed | N/a, FL | Sep 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- TN
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Total Assets Under Management2,694MILLIONS
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Total Number of Accounts8,119ACCOUNTS
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Average Account Value$331,859
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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