Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Averille Wolfsohn is a financial advisor with over 35 years of experience in the financial services industry. Jonathan is registered with Capital Investment Advisory Services, LLC and holds Series 6, 22, and 63 licenses as well as the SIE exam. Jonathan is also a Certified Financial Planner. Jonathan's previous experience includes time at Park Avenue Securities LLC and Washington Square Securities, Inc.. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jonathan is also involved in several other business ventures, including a family foundation, real estate development, and accounting and tax practices. Jonathan's extensive experience and diverse skillset make him a valuable resource for clients seeking comprehensive financial guidance.
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.
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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NY
03/05/2021 - Present
Capital Investment Advisory Services, LLC (LYNBROOK NY)
NY
03/12/2002 - 07/16/2010
PARK AVENUE SECURITIES LLC (WOODBURY NY)
CT
10/01/1995 - 05/02/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
04/16/1984 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
BC
Issued 04/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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