NB|AZ Wealth Advisors | LPL Financial
Jonathan Poure
Senior Vice President | Wealth Management Advisor
Phone
Branch/Office Location
Jonathan Poure
Senior Vice President | Wealth Management Advisor
About Jonathan
Jonathan Poure is Senior Vice President, Wealth Advisor located at the Wealth Center at Gainey Ranch. In this role, he works closely with his clients to provide direction and understanding to each financial decision. Jonathan has been in the financial services industry for over 14 years. Prior to joining NB|AZ, Jonathan was a Flagship Representative at The Vanguard Group, helping his clients on financial planning topics and investments. He was also a Personal Banker at Wells Fargo. Jonathan obtained his BS in Finance from San Diego State University and later earned his professional designations as a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist®.
Community Involvement
Jonathan is currently a member of the Financial Planning Association of Greater Phoenix NexGen, an organization that builds camaraderie between young professionals in financial planning by discussing events and happenings in the industry. In addition, Jonathan is a board member of the Herberger Theater Center.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. National Bank of Arizona, a division of Zions Bancorporation, N.A., and NB|AZ Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name NB|AZ Wealth Advisors, and may also be employees of National Bank of Arizona, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of National Bank of Arizona, a division of Zions Bancorporation, N.A. or NB|AZ Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NV, CA, ID, IL, MN, NM, OR, UT, WA, AZ, FL, HI, CO, GA, WI, WY, KS
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.