RJR Investment LLC

Jonathan Bass, based in Fort Lauderdale, FL, serves as a Private Client Relationship Manager for TD Wealth, offering a range of private client banking, lending, investment, trust, and estate services tailored to high-net-worth individuals. He collaborates closely with each client to evaluate their unique needs and craft a comprehensive financial plan centered on their objectives. Leveraging the resources of TD Wealth and TD Bank, Jonathan assembles a dedicated team of specialists to address the diverse requirements of every client. Prior to his tenure at TD Wealth, Jonathan Bass held positions as a Wealth Advisor at Regions Bank and as a Vice President at Wells Fargo Advisors, bringing a wealth of experience to his current role. A graduate of Penn State University with a bachelor's degree in Labor and Industrial Relations, he holds FINRA Series 7, 63, and 65 registrations. Jonathan fosters enduring relationships with clients, acting as their primary point of contact while working in tandem with the specialized team he assembles to cater to their financial needs. Generated from the website content

Chan Thompson Financial Services is a reputable financial firm based in Fort Lauderdale, FL, specializing in providing personalized wealth management solutions to individuals and businesses. With a team of experienced financial advisors, the company offers a range of services including investment planning, retirement planning, and estate planning, tailored to meet the unique needs and goals of each client. Generated from their business information

Sound Income Strategies LLC is a registered investment advisory firm based in Fort Lauderdale, Florida, dedicated to providing sound financial solutions tailored to meet the challenges of today's investors. With a focus on supporting institutions, independent financial advisors, and their clients, the firm offers a variety of investment strategies, including their proprietary SMAs and ETFs. The company prides itself on its commitment to growth and success, providing resources and expertise to help clients achieve their financial goals. Their services encompass investment portfolio construction and management, compliance support, and operations assistance, ensuring a comprehensive approach to wealth management. Generated from the website