Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Banes San juan is a financial advisor at Wells Fargo Securities, LLC. Jonathan has been in the securities industry since December 22, 2018, and has been registered with FINRA since July 10, 2024. Jonathan has passed the Series 63, SIE, and Series 79 exams. Jonathan is registered with the Securities and Exchange Commission and with the state of New York. Jonathan's prior experience includes a role at Deutsche Bank Securities Inc.
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.
1
2
NY
07/10/2024 - Present
Wells Fargo Securities, LLC (New York NY)
NY
07/23/2018 - 02/07/2024
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan San juan is the right advisor for you? Invested Better is here to help.
