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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonas? Claim Your ProfileJonas Jeffrey Abulencia is an investment advisor representative with RBC Capital Markets, LLC. Jonas has been in the securities industry since 2001. Jonas holds Series 7, Series 31, and Series 63 licenses and Series 65 registration. Jonas also has experience with UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. Jonas is a registered investment advisor in 27 states and has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
CA
04/30/2024 - Present
RBC Capital Markets, LLC (SAN FRANCISCO CA)
CA
03/05/2009 - 05/15/2018
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
05/07/2004 - 03/16/2009
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
NY
04/14/2003 - 05/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
04/28/2000 - 08/02/2002
CNS DISTRIBUTORS, INC. (NOVATO CA)
IA
Issued 05/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/2000
Series 7 - General Securities 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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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