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Jonathan E

Series 65

Santee, SC

First Rank Financial

Jonathan Everett is the sole advisor at First Rank Financial in Santee, South Carolina. He holds a Series 65 designation and has one year of experience in financial advising, alongside over two decades of active duty service in the United States Navy. First Rank Financial serves individual households and small businesses with financial planning and portfolio management, offering a mix of fixed-fee planning and assets-under-management investment services. The firm tailors advice based on client goals, risk tolerance, and tax considerations, emphasizing long-term investment strategies and integrated planning.

Retirement income strategy General tax planning Cash flow / budgeting Wealth management Founder/Business Owner
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