Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Walls has been in the financial services industry since 2011. Currently, Jon is registered with Stonehaven, LLC, and holds Series 7, SIE, and Series 79TO licenses. Jon has a history of working in the financial services industry, including experience with Lehman Brothers Inc. and Crito Capital LLC. Jon is licensed to provide financial advice in California and New York.
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.
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2
NY
02/04/2024 - Present
Stonehaven, LLC (NEW YORK NY)
CT
07/11/2019 - 11/30/2023
CRITO CAPITAL LLC (WESTPORT CT)
NY
08/24/1992 - 05/09/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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