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.
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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 Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
Zions Bancorporation provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay Zions Bancorporation for these referrals. This creates an incentive for Zions Bancorporation to make these referrals, resulting in a conflict of interest. Zions Bancorporation 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.
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.