Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Thomas Wohlgemuth is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Florham Park, NJ. Jon has over 27 years of experience in the financial industry, having held previous positions at firms such as ASSENT LLC, MAY FINANCIAL CORPORATION, J.P. MORGAN SECURITIES INC., and CHASE SECURITIES INC. Jon holds licenses in a number of states across the United States. Jon provides various advisory services such as portfolio management for businesses and individuals, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
09/20/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
IL
08/20/2003 - 04/22/2005
ASSENT LLC (BOLINGBROOK IL)
TX
01/18/2002 - 07/16/2002
MAY FINANCIAL CORPORATION (DALLAS TX)
NY
05/01/2001 - 10/02/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/05/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/07/2000 - 02/05/2001
CHASE SECURITIES INC. (NEW YORK NY)
NY
10/14/1994 - 01/11/2000
SHERWOOD SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 04/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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