Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan Ellison is a financial professional with over five years of experience in the financial services industry. Johnathan has been registered with Citigroup Global Markets Inc. since December 2023, where Johnathan works with individual investors, high-net-worth individuals, and businesses. Previously, Johnathan held positions with several firms, including J.P. Morgan Securities LLC, E*TRADE SECURITIES LLC, and Morgan Stanley. Johnathan holds the Series 66, SIE, and Series 7 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
12/04/2023 - Present
Citigroup Global Markets Inc. (CHICAGO IL)
IL
08/24/2023 - 12/11/2023
CETERA ADVISOR NETWORKS LLC (SCHAUMBURG IL)
IL
08/24/2023 - 12/11/2023
CETERA ADVISORS LLC (SCHAUMBURG IL)
IL
08/24/2023 - 12/11/2023
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
IL
08/24/2023 - 12/11/2023
CETERA INVESTMENT SERVICES LLC (SCHAUMBURG IL)
IL
03/15/2023 - 04/04/2023
MORGAN STANLEY (Chicago IL)
IL
11/15/2022 - 03/28/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
09/13/2018 - 10/06/2021
J.P. MORGAN SECURITIES LLC (Chicago IL)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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