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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Shapiro is a financial advisor with Kovitz Investment Group Partners, LLC. Jonathan has been in the financial services industry for over 20 years, and has a strong track record of providing personalized financial advice to clients. Jonathan is a Series 7 and 63 licensed advisor, and also holds Series 24 and 27 licenses. Jonathan is dedicated to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
01/04/2016 - Present
Kovitz Investment Group Partners, LLC (Deerfield IL)
IL
01/04/2021 - 03/16/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
05/28/2004 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
07/08/1999 - 10/01/2004
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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