Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ferguson is a financial advisor with Hightower Advisors, LLC. Jonathan has been in the industry since 1996 and has a background in finance and investment management. Jonathan has worked with a variety of clients, including individuals, families, businesses, and institutions. Jonathan is a Chartered Financial Analyst and holds Series 7 and Series 63 licenses. Prior to joining Hightower Advisors, LLC, Jonathan held positions at FIC Capital, Alexandria Capital, and Credit Suisse First Boston Corporation. Jonathan is committed to providing his clients with personalized financial advice and helping them reach 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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
10/29/2021 - Present
Hightower Advisors, LLC (New York NY)
NY
01/02/2001 - 03/07/2001
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
07/12/1999 - 09/03/1999
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
07/17/1997 - 02/26/1999
SCHRODER & CO. INC. (NEW YORK NY)
NY
11/07/1996 - 07/16/1997
NATWEST SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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