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Jonathan Luke Fargason

Navigate Wealth Management, LLC

Birmingham, AL

Birmingham, AL

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Current Employers
Navigate Wealth Management, Llc

2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-04-04
  • AL RA
    APPROVED
    Since 2024-04-04

Branch Locations

1800 Providence Park Suite 250, Birmingham, AL 35242 • United States

2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Charlotte NC 03/2015 02/2017
Thrivent Financial Appleton WI 07/2015 02/2017
Fsc Securities Corp Atlanta GA 04/2017 03/2020
Navigate Wealth Management, Llc Birmingham AL 04/2024 Present
Oakworth Capital Bank Mountain Brook AL 03/2020 03/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-04
  • S66 Uniform Combined State Law Examination
    2015-05-04
Designations
Other Names
  • Jonathan Fargason
  • Luke Fargason

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
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PFS INVESTMENTS INC. · HOOVER, AL

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