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Jonathan Adam Carey

Jefferies LLC

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About Jonathan Adam Carey

Jonathan Carey is an active investment advisor registered with Jefferies LLC. He holds a Series 7, Series 63, SIE and Series 79TO. Jonathan's career in the securities industry spans over 20 years. Prior to Jefferies LLC, Jonathan worked at BB&T Securities, LLC and Scott & Stringfellow, LLC. Jonathan is registered in Massachusetts and New York.

Firm Information

Jonathan Carey is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jonathan Carey’s Registration & Firm History

MA

07/02/2015 - Present

Jefferies LLC (BOSTON MA)

MA

01/02/2013 - 07/15/2015

BB&T SECURITIES, LLC (BOSTON MA)

MA

10/08/2004 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (BOSTON MA)

CT

07/16/2003 - 10/29/2004

ADVEST, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 09/23/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Jonathan Adam Carey.
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