Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Robert Vojta is a financial professional with over 27 years of experience in the industry. Jon has a strong background in investment banking, operations and general securities, demonstrated by his experience at several well-known firms, including Wells Fargo Securities, LLC, Prudential Securities Incorporated and Cowen & Co. Jon currently works at Oppenheimer & Co. Inc. Jon has extensive experience in various aspects of the financial industry, including financial planning, portfolio management, and pension consulting. Jon holds several licenses and certifications, including the Series 7, 63, 79, 99 and 24 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/21/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
07/17/2003 - 02/22/2024
WELLS FARGO SECURITIES, LLC (New York NY)
NY
07/13/1998 - 07/11/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/03/1996 - 05/19/1998
COWEN & CO. (NEW YORK NY)
BC
Issued 02/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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