Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Donavan is a financial professional with over 25 years of experience in the industry. Jake has a wide range of experience in the financial services industry. Jake is currently registered with Liontree Advisors LLC, a firm that is not IA registered. Jake has previously held positions at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and J.P. Morgan Securities Inc.. Jake has passed the Series 7, Series 79TO and the SIE exams. Jake holds a current Series 7 registration.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
04/13/2017 - Present
Liontree Advisors LLC (New York NY)
NY
10/01/2008 - 10/26/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/16/1996 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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