Jonathan L Ward

Current Employers

Employment History

• 09/2013 → 08/2024
  Massmutual Life Insurance Co
  Tallahassee, FL
• 06/2014 → 08/2024
  Mml Investors Services, Llc
  Tallahassee, FL
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2023 → Present
  First Call Truck Parts
  Thomasville, GA

Previous Registrations

• 2014-10-22 → 2024-08-29
  Mml Investors Services, Llc
  Atlanta, GA
  Tallahassee, FL
  Tallahassee, FL
  Atlanta, GA
  Augusta, GA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: Sells fixed insurance products; 2. NAME OF OTHER BUSINESS: Convergent Financial Partners INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: financial advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: provide financial services; 3. NAME OF OTHER BUSINESS: First call truck parts INVESTMENT RELATED: no ADDRESS: 1113 west jackson st thomasville, ga 31792 NATURE OF BUSINESS: Truck Parts Distribution & Sales START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: chief financial officer APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: Revenue analysis, sales forecasting, cost accounting, profit;

Exams

• S66 Uniform Combined State Law Examination
  2014-10-06