Unclaimed
Jonak Gonzalez is a registered representative with J.p. Morgan Securities LLC and has been in the financial industry since September 26, 2015. Jonak is registered in Georgia, Illinois, and Texas. Prior to joining J.p. Morgan Securities LLC, Jonak worked at Northwestern Mutual Investment Services, LLC in Chicago, Illinois. Jonak has experience in providing financial advice and portfolio management for both individuals and businesses. Jonak is also registered as an Investment Advisor Representative. Jonak has passed several industry exams including the Series 6, Series 7TO, Series 63, and Series 66 exams.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
12/21/2020 - Present
J.p. Morgan Securities LLC (SUWANEE GA)
IL
02/20/2015 - 05/09/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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