Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cohen is a financial advisor with Truist Advisory Services, Inc. Jonathan has been working in the financial industry for over 20 years. Jonathan's areas of expertise include portfolio management for individuals and businesses, as well as financial planning. Previously, Jonathan worked for HSBC Securities (USA) Inc. and J.P. Morgan Securities Inc. Jonathan is registered to provide investment advisory services in several states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NY
08/09/2023 - Present
Truist Advisory Services, Inc. (NEW YORK NY)
NY
12/06/2007 - 07/24/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
11/14/2006 - 11/20/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/02/2004 - 11/17/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/16/2002 - 07/08/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 11/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2003
Series 25 - NYSE Trading Assistant Examination
BC
Issued 12/26/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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