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Jon Alexander Bates

Perella Weinberg Partners LP

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About Jon Alexander Bates

Jon Alexander Bates is a financial professional with experience in the industry since 2019. Jon is currently registered with Perella Weinberg Partners LP in Houston, Texas. Jon holds Series 63, 79TO, and SIE licenses. Jon previously worked at Tudor, Pickering, Holt & Co. Securities, LLC. Jon is a registered representative in Texas.

Firm Information

Jon Bates is currently registered with Perella Weinberg Partners LP. Perella Weinberg Partners LP is an investment banking firm established in 2005. They offer a wide range of advisory services, including mergers and acquisitions, restructuring, and capital raising. The firm is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

255

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jon Bates’s Registration & Firm History

TX

01/04/2021 - Present

Perella Weinberg Partners LP (Houston TX)

TX

05/07/2019 - 01/04/2021

TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)

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Licenses & Designations

BC

Issued 05/21/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Alexander Bates.
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