Unclaimed
Jon Fowler is a financial professional with over 20 years of experience in the securities industry. Jon is currently registered with Keybanc Capital Markets Inc. in Cleveland, OH. Jon has a strong track record of success in the financial services industry, and is dedicated to providing clients with personalized financial advice and guidance. Jon holds a Series 7, Series 79, and Series 63 license and is a member of FINRA.
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.
1
2
OH
08/01/2011 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
NY
03/28/2011 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/12/2000 - 04/06/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/18/1998 - 06/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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