Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Andrew Lamarsh is a financial professional with over 10 years of experience in the industry. Jonathan has a Series 7, Series 63, Series 99TO and SIE license. Jonathan is currently registered with Brean Capital, LLC. Previously, Jonathan worked at BMO Capital Markets Corp. and KGS-ALPHA Capital Markets, L.P. Jonathan specializes in providing investment advice and financial planning services.
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.
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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2
NJ
03/13/2019 - Present
Brean Capital, LLC (SUMMIT NJ)
NY
09/01/2018 - 03/13/2019
BMO CAPITAL MARKETS CORP. (New York NY)
NY
04/12/2012 - 09/01/2018
KGS-ALPHA CAPITAL MARKETS, L.P. (NEW YORK NY)
BC
Issued 01/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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