Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Koen is a financial professional with over 16 years of experience in the industry. Jonathan is currently a registered representative at Liontree Advisors LLC. Jonathan was previously registered with Perella Weinberg Partners LP, UBS Securities LLC and Banc of America Securities LLC. Jonathan holds Series 7, 24, 63, 79 and SIE licenses. Jonathan is registered in 18 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.
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
NY
09/02/2020 - Present
Liontree Advisors LLC (New York NY)
NY
06/28/2013 - 08/07/2020
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
NY
09/15/2009 - 04/01/2013
UBS SECURITIES LLC (NEW YORK NY)
NY
01/18/2006 - 05/04/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 05/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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