Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonas? Claim Your ProfileJonas Peterson is an active Broker/Dealer and Investment Advisor Representative registered in the state of Texas. Jonas has been in the industry since August 27, 1997, and is currently associated with J.P. Morgan Securities LLC. Jonas holds the Series 4, 6, 7, 9, 10, 24, 52, 53 and 66 licenses and is also a Registered Options Principal. Jonas specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Prior to joining J.P. Morgan Securities LLC, Jonas was associated with Chase Investment Services Corp. and BANC ONE Securities Corporation. Jonas is also a Board Member of Citizens for Animal Protection, a non-profit organization dedicated to animal welfare.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (SPRING TX)
TX
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IL
08/28/1997 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
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
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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