JW
Jonathan L. Whitver
BANKERS LIFE ADVISORY SERVICES
Green Bay, WI 54301
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CRD#: 6708752
JW
Professional summary
Jonathan Lee Whitver, who also goes by Jonathan Whitver, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Green Bay, Wisconsin and BANKERS LIFE SECURITIES, INC. located in Greenbay, Wisconsin.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jonathan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Whitver
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BANKER'S LIFE AND CASUALTY POSITION: Insurance Agent NATURE: INSURANCE INVESTMENT RELATED:NO NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 02/25/2015 ADDRESS: 2100 Riverside Drive STE 102 Green Bay, WI 54301 DESCRIPTION: Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. JOSA WEALTH MANAGEMENT LLC POSITION: Sole Member NATURE: To manage cash flow and income generated from insurance commissions. (Not Securities) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/06/2024 ADDRESS: N952 Fox Springs Dr, Greenville WI 54942, United States DESCRIPTION: Cash flow management & bookkeeping
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Lee Whitver's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2017 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 2100 Riverside Dr, Ste 102, Green Bay, WI 54301RIA
CRD#: 281285
Green Bay, WI
Current
October 19, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 2100 Riverside Drive Ste 102, Greenbay, WI 54301BD
CRD#: 173962
Greenbay, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(1/7/2025)
RR
Michigan(11/21/2017)
RR
Pennsylvania(3/9/2022)
RR
Wisconsin(11/14/2016)
IAR
Wisconsin(1/6/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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